Practice Analytics: Invoiced Production Dashboard

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The Appointment Cancellations dashboard has multiple sub-tabs showing a range of data. The user can filter the data based on their preferences.

Viewing the Dashboard

  1. Click Invoiced Production Dashboard

  2. Enter filters preferences

    1. Period: Select the period to base this dashboard on

    2. Location: Select the location or <All> to base this dashboard on, if applicable

    3. Provider: Select the Provider(s) or <All> to include in the dashboard

    4. Active: Tick to show only Active providers

    5. Click Apply

 

TOP Invoiced Production

The TOP Invoiced Production sub-tab displays data in pie and graph format, showing the number of appointments versus cancellations for the selected filter period.

Gross Production

The value of Items entered into Treatment during the selected period.

Discounts

The total value of Discounts applied during the selected period.  

Refunds

The total value of Refunds applied during the selected period.

Net Production

The total value of Invoices created during the selected period less Discounts and Refunds.

Total Payments

The total value of Receipts created during the selected period.

Total Cash

The total value of Cash Receipts created during the selected period.

 

Payment Statistics

The Payment Statistics sub-tab displays data in graph format, showing the percentage percentage of payments for the selected filter period.

% Cash Payments

% of receipts with Cash payment method.

% Unpaid

% invoices unpaid. Negative means Receipts are higher than Invoices.

% Discount

% discounts.

Payments by

Payments by MRP – Patients, Third Parties, Insurance.

 

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