advanced power reporting in dentrix ascend · success for dentrix ascend section of the resource...

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Te r i H o e r s t m a n n , S o f t w a r e Tr a i n i n g M a n a g e r

Advanced Power Reportingin Dentrix Ascend

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Speaker Disclosure

Teri Hoerstmann is an employee of Henry Schein One.

Why did I sign up for this class?

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• Selecting the right report

• Modifying a default report

• Converting numbers into visual charts and graphs

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Agenda

How your purpose or goal is critical to selecting the right report

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Consider the question, “How many crowns did I do?”

• Do you want to know outstanding treatment? That’s a clinical answer.

• Do you want to know how much you made? That’s a financialanswer.

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Choosing a Report

• Auditing

• Clinical

• Financial

• Insurance

• Patient

• Schedule/Recare

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Power Reporting Categories

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• Reconcile a deposit discrepancy

• Locate a check posted in error (patient received a new statement but has the cancelled check)

• Verify when a user changed their password (if user forgot)

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Auditing

• Determine use of procedure code after a marketing campaign, for example whitening

• Determine treatment trends for bulk purchases

• Unscheduled Treatment

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Clinical

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• Understanding patient payment patterns; determine the need for more acceptance?

• Quarterly / Yearly Bonuses

• Compare payment patterns among locations / providers

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Financial

• Insurance Utilization – Negotiate In-Network Fees

• Determine potential impact if keep/drop in-network carrier?

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Insurance

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• Email blast to patients – new move/associate

• Patient demographics – new location or marketing

• Referred-by production

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Patient

• Fill unexpected open times in the schedule

• View the list with any existing balances

• 1110 vs. 4910 patients with ages

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Schedule/Recare

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Modifying Reports

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I need a report to show unscheduled treatment totals. Where can I get this?

Let’s go see!

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Scenario #1

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• Many reports are limited to 500 rows by default. The message indicates the data included in the filters would exceed that 500 rows.

• The advantage here is the ability to fine tune your report with a smaller data set more efficiently, and then modifying your row limit after the report has been optimized, which saves both processing power and time for running large reports.

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Row Limit

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Trimming the Unscheduled Treatment Report

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Once you select which date you want to include in a Power Report, make sure to use it consistentlyin any custom report variations you create.

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PRO TIP

Transaction DateDate shown on the ledger and the regular day sheet. If an item were entered today but backdated, this would show the backdated date.

Service DateDate of service for the procedure or charge adjustment that the credit or payment was applied to. If a payment or credit adjustment was entered today and applied to a procedure or charge from a previous date, the previous date would display.

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Touch Dates in Power Reporting

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First Visit DateDate of the first completed appointment or posted procedure.(If the appointment or procedure is removed this will not change the date.)

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Touch Dates in Power Reporting

Created DateDate the action was actually performed or the entry was made. If an item was entered today but backdated, today’s date would display.

Applied DateDate on which the payment or adjustment is actually applied. It does not correspond directly to any other date.

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Action Dates in Power Reporting

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• Patient was seen for procedures D1110 and D9972 on Aug 19.

• Patient pays for bleaching (D9972) on Aug 19.

• Insurance claim created on Aug 19.

• Insurance pays portion a week later (Aug 26).

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Timeline Example #1

• Patient was seen for procedures D1110 and D9972 on Aug 19.

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Timeline Example #1

Procedure Created DateProcedure Transaction Date

Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

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• Patient pays for bleaching (D9972) on Aug 19.

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Timeline Example #1


Patient Payment Created DatePatient Payment Applied DatePatient Payment Service Date

• Insurance claim created on Aug 19.

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Timeline Example #1


Insurance Payment Service Date

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• Insurance pays for D1110 on Aug 26.

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Timeline Example #1


Insurance Payment Created DateInsurance Payment Applied DateInsurance Payment Transaction Date

• Patient seen for emergency procedures on Saturday 8/17.

• OM enters procedure D9420 on Monday 8/19; backdated to 8/17.

• Insurance payment for procedure received and entered 8/29.

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Timeline Example #2

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• Patient seen for emergency procedures on Saturday 8/17.

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Timeline Example #2


• OM enters procedure D9420 on Monday 8/19; backdated to 8/17.

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Timeline Example #2

Procedure Created Date

Procedure Transaction Date

Insurance Service Date


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• Insurance payment for procedure received and entered 8/29.

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Timeline Example #2

Insurance Payment Created DateInsurance Payment Applied DateInsurance Payment Transaction Date


I want my report to show totals just for last month. How do I make that happen?

Let’s go see!

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Scenario #1 continued…

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Date Filter – Interactive Reports

To share a personal report, open it and then save it as an organization report. Communicate so others can find and open the report and maybe save a version as their own.

This is a great way to make your report available for someone else to run, for example if you’re out on vacation.

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PRO TIP

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That’s great, but I’m still not seeing any totals, and there is no “sum” in the Available Fields. So how about those totals?

Let’s go see!

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More Ways to Customize

• Every report column has a drop-down, with additional opportunities to sort, filter, and measure your report results.

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The database automatically syncs with the reporting system every 15 minutes. The last sync time shows in the report page. Any changes entered into Dentrix Ascend right now will not be visible on the report until the next sync.

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PRO TIP

I want to see whether patients are taking longer to pay on recare or operative treatment. For which procedures am I really having a problem collecting payment?

Let’s go see!

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Scenario #2

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To prevent a large report from reloading every time you make the slightest change, turn off the Auto-Refresh option.

This allows you to make many changes and view the result at your convenience.

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Auto-Refresh

• "Not Available: spaces etc." is a general message that no data exists for that field.

Example: for an unapplied credit, the Provider name is “not available” because the payment was not applied to any procedure associated with a provider.

Example: for a patient referral, the referral name is “not available” when the referred-by field has been left blank.

Example: a patient’s insurance plan and carrier names are “not available” when the patient has no insurance.

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Not Available: spaces etc.

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Access to reports is controlled by user role. Each of the Power Reporting categories is distinct and can be allowed or disallowed.

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PRO TIP

That’s interesting, but which procedures are giving me the greatest collection problem (opportunity)?

Let’s go see!

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Drill-through

Watch the April 12, 2019 Friday Forum webinar with Dr. Jonny and Dr. Elliott Brennan for a discussion of possibilities with Dentrix Ascend Power Reporting:

How thriving practices customize Dentrix Ascend for their needs

“The data is there.”

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PRO TIP

https://support.dentrixascend.com/hc/en-us/articles/360021372793-04-12-2019-Join-Dr-Jonny-and-Dr-Elliott-Brennan-to-see-how-they-customize-Dentrix-Ascend-to-improve-their-practice-

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Data Visualization

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A general term that describes any effort to help people understand the significance of data by placing it in a visual context. Patterns, trends, or correlations that might go undetected in text or rows and columns can be exposed and recognized more easily if you can just see it.

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Data Visualization

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Data Visualization

• Analysis and Builder report types support data visualization.

• The most useful visualization is the one that helps you understand, or answers a question.

Let’s go see!

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Data Visualization

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Icons tell a story.

Default reports have no additional icon.

My custom reports have a single person icon.

Organization custom reports have a group icon.

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PRO TIP

I need a report that shows us which codes are really our bread and butter. How can I get that?

Let’s go see!

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Scenario #3

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Production by Procedure Code

The great thing about using a relative date like “Previous 12 Months” is that it’s always ready to run from the date you open the report—no need to reset the dates every time.

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PRO TIP

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I need a report to track production over time for any given provider. How do I build that?

Let’s go see!

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Scenario #4

Another great Power Reporting resource is the Customer Success for Dentrix Ascend section of the Resource Center.

Customer Success specialist Jill Nesbitt posts about broader topics like Paying Providers, but it almost always comes down to a useful report.

“Learn how to set up the systems your office needs to be successful plus how to track your performance to make sure you are hitting your goals.”

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PRO TIP

https://support.dentrixascend.com/hc/en-us/sections/115004038387

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Can we make a report to compare how effective our marketing campaigns are?

Boy howdy, yes! Let’s go see!

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Scenario #5

• Think about the core information you’re looking for before you start searching.

• Save your changes.

• Don’t be afraid!

• Call for help!

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Remember This

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• Evaluate your current reports to see what you can use already.

• Do some discovery and find what works for you.

• Do one new report a week.

• Challenge yourself and talk to your team.

• Come up with a list of questions.

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When You Get Back to the Office

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Resources to Help You Learn More

advanced power reporting in dentrix ascend · success for dentrix ascend section of the resource...

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