To ensure accurate Diary Utilisation and Revenue per Hour reporting, only revenue-generating providers should be included in reporting calculations.
Non-revenue diaries (e.g., admin or scan clinics) must be configured as non-charging to prevent distorted metrics.
Key Benefits
If non-revenue diaries are excluded:
Gives true reflection of diary utilisation and revenue per hour
True future available hours for revenue-generating
providers
Clearer and more visible KPIs
Accessing the Report
1. Navigate to Performance on the menu bar
2. Select Providers List from the drop down
Loading the Provider Diaries
1. Select the practice(s) from the practices area
2. Use provider categories to filter active and inactive providers
3. Click into Provider Categories, select specific clinician types if required (e.g., Dentist, Hygienist, Therapist, Nurse) This allows you to narrow the report to targeted provider groups
4. Once all filters are selected, click Create Report in blue
5. The system will now load all matching provider diaries
6. Review all active diaries and identify those that should NOT count toward revenue metrics, such as treatment coordinator diaries, scan, radiography, admin and team notes diaries
User Permissions Required
📝 Please note: You must have the correct user permissions to configure providers as non-charging. If you cannot access these settings, contact your System Administrator.
To configure a provider as non-charging, you must set your user permissions by clicking into the User Permissions green button.
Select the user from the User in Group drop down
Select the permission from the Available Permissions drop down
Submit your inputs to save any changes
Configuring a Provider as Non-Charging
Search for the providers you identify as non-revenue
Click into the Can't Charge column for the provider
Select yes from the drop down
4. Save your changes- this ensures the diary hours does not contribute to revenue per hour, diary utilisation reporting but will remain visible operationally
5. After saving your changes, run the Revenue Per Hour Worked report and Diary Utilisation tile on the Action Today Dashboard to confirm the provider no longer appears in the reporting and utilisation percentages adjust accordingly.
Common Non-Charging Provider Examples
Treatment Coordinators
Radiography diaries
Scan-only diaries
Admin/team note diaries
Exporting and Printing the Report
Once your report has been generated and validated, you can export or print it for sharing or record-keeping.
Click the Export Data button located at the top right hand corner
You can export the report in:
PDF format – Ideal for sharing with management or attaching to emails.
CSV format – Ideal for further analysis in Excel or other spreadsheet tools
To Export:1. Click Export Data
2. Select your preferred format (PDF or CSV).
3. Save the file to your device.
Printing the Report
1. Click the print button in the top left hand corner
