Select Start and End Dates
Select Practice(s)
Select Provider(s)
Select Daily, Weekly or Monthly Report
Click Create Report
Date: If the reporting period is set to weekly or monthly, each row in the table will represent a specific week or month. For daily reporting, each row will correspond to a single day within the reporting period.
Days: Each row represents a period of time, with 1 day for daily reporting, and the total days for weekly or monthly reporting.
Patients Booked: Each row shows the number of appointments booked/completed, cancelled, or failed within the specified period.
New Patients: Each row shows the number of new patient appointments within the specified period.
% New Patients: New Patients / Patients Booked as a percentage.
Est New Patient Revenue: Each row shows the estimated revenue from new patient appointments, based on the 'cost estimate' for those appointments in your Patient Management Software (PMS).
The Report Parameters are:
The Report Parameters are:
Report by Individual Practice: This dropdown allows you to either view data for each selected practice separately or see the combined total data for all selected practices in one summary section.
Daily/Weekly/Monthly Report: This dropdown allows you to select how the data will be aggregated—by day, week, or month—within the reporting period.
Date range: Defines the reporting period.
Practices: allows selection of all or specific practices within the practice group.
Dentist: allow selection of all or specific dentists (providers).
Summary graphic dial: This displays the overall % New Patients' average as a graph, matching the value in the '% New Patients' column of the total row in the table—that is, the percentage for the entire reporting period.