practice works new patient report

What reports are available for my practice?

Service Code and Type Productivity Reports Service Productivity Reports will show your practice production by service category and coding. These reports will show how many were charged out for the month/year, this year average fee and the productivity total for the current month and year to date. 6. Detailed Treatment Plans Report

How do I track my practice’s outstanding treatment proposed?

Another area of reporting that is crucial to track on a regular basis, is the practice’s outstanding treatment proposed, found under the Detailed Treatment Plans report. Analyze your practice and review what treatment has been proposed to your patients and how much was accepted and scheduled.

How often should a patient Analysis Report (PA) be completed?

Patient Analysis Report Every office should be looking at this on a monthly, if not a weekly basis.

How do I create a new patient list report?

Graphic 1. Patient list report NEW 1. Begin by identifying whether to include All patients, only Active patients, or only Inactive patients from the drop-down (see Graphic 2). This will default to All patients. Graphic 2. Select patient status 2.

1. Patient Analysis Report

Every office should be looking at this on a monthly, if not a weekly basis.

2. Accounts Receivable Reports

Many software programs have an accounts receivable report that can be filtered with different methods. Make sure to look at your report without filtering to ensure an accurate number. Any credits on your Accounts Receivable are part of your practice and should be taken into consideration when calculating a percentage of monthly production.

3. Outstanding Claims by Aging Category Report

Many practices that accept insurance payments, whether participating with insurance plans or not, need to look at the Outstanding Insurance Claims reports and balances out to insurance, to be sure there is a consistent flow of collection into the practice from these outstanding insurance claims.

4. Provider Productivity and Procedures by Provider Reports

Review your Provider reports to look at the procedures that were performed by the specific providers, as well as the production, collection and adjustment totals.

5. Service Code and Type Productivity Reports

Service Productivity Reports will show your practice production by service category and coding. These reports will show how many were charged out for the month/year, this year average fee and the productivity total for the current month and year to date.

6. Detailed Treatment Plans Report

Another area of reporting that is crucial to track on a regular basis, is the practice’s outstanding treatment proposed, found under the Detailed Treatment Plans report. Analyze your practice and review what treatment has been proposed to your patients and how much was accepted and scheduled. If not scheduled, research the reason why.

7. Patient Master Report

New patient numbers and current patient retention are built on the patients’ trust with your team. Evaluating the practice growth with all team members helps to motivate and grow the practice! Utilize Eaglesoft to process reports that will show you the total new patients seen for a certain time frame.