Year End Reports
Dec 30, 2022With 2022 coming to a close, now is a good time to start planning for year end. Below are a few reports to consider. Nearly every management report in XLDent can be generated any time with any date range.
One report that reflects real-time information, however, is the Clinic Accounts Receivable. This report reflects the total clinic accounts receivable at the time it was generated. Note: It should be run at the end of the last production day of the year to capture current totals for year end.
The Production Analysis and Collection Analysis are valuable management reports that reflect production and debits and applied payments and credits, respectively. They can be used as a comparison for a specified date range and indicate the percentage change in the comparison.
Patients by Last Visit. Want to know the number of patients you treated in 2022? Note: This report must be run on the last working day of the year. Generate the Patients by Last Visit report under Administrative using these parameters:
Date range: 1/1/22-12/31/22
Period Range: Within
Patient Status: Active, Inactive, Auxiliary, Collection
A graphical snapshot of the clinic composition such as the patient status, age, top 10 zip codes, insured vs. uninsured, top 10 insurance carriers, and more can be seen on the Practice Demographics report.
Patients that were due for their cleaning and either never scheduled an appointment or missed their appointment, are now delinquent recall patients. Running the Recall Due and Delinquent report will show you those patients who have become overdue. Here is a grid that will assist in determining the date ranges to run for months past due:
The goal of course, is to get them back in your office and on the hygiene schedule!
Another beneficial year end task is reviewing patients that have remaining insurance benefit dollars available. From the Reports Toolbar select Listings | Patients with Remaining Benefits. This report lists all patients in the designated Anniversary Date range and displays their remaining benefit dollars.
If you plan on updating office fees, the Treatment and Debit Codes Report (found in Listings menu) should be printed for anything over $1.00 to get a list of all current codes that have fees assigned. Proceed with changing fees in the Tables | Fees Table. Fees can be individually updated or a percentage increase/decrease can be done.
Wishing you a Happy New Year and looking forward to 2023!
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