Practice Analytics is launched from Dental4Windows and is an analytics tool which shows data on treatment plan items, treatment plans, invoiced production, appointment cancellations, new patients from first seen date and what if. 

Practice Analytics: Launching Practice Analytics from Dental4Windows

Practice Analytics can be launched three ways from Dental4Windows.

1. From the main Control Panel click PracticeAnalytics
   
   
2. Go to Go To menu > Run PracticeAnalytics 
                
3. Within any module in D4W, click the Practice Analytics icon
   
   

Practice Analytics: Treatment Plans Dashboard

Viewing the Dashboard

1. Click Treatment Plans 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
   

Treatment Plans

The Treatment Plans sub-tab displays data in graph format, showing the number and value of Treatment Plans for the selected filter period.

Incomplete Treatment Plans

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

Practice Analytics: Invoiced Production Dashboard

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.

Payment Statistics

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

Practice Analytics: New Patients Dashboard

Viewing the Dashboard

1. Click New Patients 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
   

New Patients

The New Patients sub-tab displays data in a line diagram format, showing the number of new patients for the selected filter period.

Referral Statistics

The Referral Statistics sub-tab displays data in a pie chart format, showing the referral sources for new patients for the selected filter period. 

Items Performed

The Items Performed sub-tab displays data in a column chart format, showing the top 5 items performed for new patients for the selected filter period.

Age Demographic

Practice Analytics: View Patient Fees from First Seen Date

A table can be created in the Items KPI report in Practice Analytics to show the fees applied to a patients file since their First Seen Date.

Run the Report  

1. Click Items under the KPI menu
   
   
2. Remove current headings if not applicable by dragging and dropping to the heading list. 
3. To build this KPI table, click and drag the below headings:
   Fee: The fee per item from the treatment tab. If the Qty is more than 1, the fee will be multiplied with the total found in the Amount column.
   First Seen Date: The date of the first item entered in the Treatment, excluding items marked as Non-Treatment
   Px Card No: The card number of the Patient
   Tx date: The date of the item (treatment) from the treatment tab.

Filter data

Data can be filtered anywhere this icon  is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

1. Click on the filter icon and select the dates you want to show
    
2. Click OK

KPI Table Details

Drill Down

1. Click Drill Down to see more information
   
   
   

Views

The format of the table can be saved in a View. This means the format of the table above is saved.

1. Click Views
2. Click  to add a View 
                                                                                                     
3. Enter the name of the View and click Update 
                                                                 
4. Click Save View     
                                                                                            

Export data

1. Click Export to Excel icon (top right corner)
   
   
2. Click KPI Table 
3. Choose location of the file to be saved in
4. Enter a File Name 
5. Click Save

Practice Analytics: Appointment Cancellations Dashboard

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 Appointment Cancellations Dashboard
   
   
1. 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

# Cancellations

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

Total Appointments: The count of appointments that exist in the Cancellation List as well as the Appointment Book for the selected period.

Total Cancellations: The count of appointments that exist in the Cancellation List as well as appointments in the book that do not exist in the Cancellation List but have an FTA / UTA status for the selected period.

FTA: The number of appointments that exist in the Cancellation List and the Appointment Book with an FTA status/reason for the selected period. Any appointments that are in both the Appointment Book and the Cancellation list will only be included once.

UTA: The number of appointments that exist in the Cancellation List and the Appointment Book with an UTA status/reason for the selected period. Any appointments that are in both the Appointment Book and the Cancellation list will only be included once.

Other: The number of appointments that exist in the Cancellation List with the reason being anything other than FTA or UTA for the selected period.

% Cancellations

The % Cancellations sub-tab displays data in graph format, showing the percentage of cancellations for the selected filter period.

Cancellation Reasons

The Cancellation Reasons sub-tab displays data in graph format, showing the number of cancellations by reason for the selected filter period.

Practice Analytics: What If

This is calculated on current income and is intended as an estimate only.

1. Click Item Fee and Providers under the WhatIf menu
   
   
2. Set the Period, Location and Provider to base the calculation on and click Apply
   
   
3. Use the slider bars to increase or decrease the Item Fee and/or Provider
   
   
4. The Adjusted Revenue and Increase/Decrease is displayed in the table
   

Practice Analytics: View Treatment Plans Items

1. Click Treatment Plans Items under the KPI menu
   
   
2. Remove current headings if not applicable by dragging and dropping to the heading list. 
3. To build this KPI table, click and drag the below headings:
   Tx Plan ID (Count): The number of times the Item is used in Treatment Plans
   Item Code: The Item number used in the Treatment Plan
   Treatment Plan Date: Date of the Treatment Plan

Filter data

Data can be filtered anywhere this icon  is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

1. Click on the filter icon and select the dates you want to show
    
2. Click OK

KPI Table Details

Drill Down

1. Click Drill Down to see more information
   
   
   

Views

The format of the table can be saved in a View. This means the format of the table above is saved.

1. Click Views
2. Click  to add a View   
                                                                                                
3. Enter the name of the View and click Update     
                                                            
4. Click Save View 
                                                                                            

Export Data

1. Click Export to Excel icon (top right corner)
   
   
2. Click KPI Table or Drill Down Table
3. Choose location of the file to be saved in
4. Enter a File Name 
5. Click Save
   

Practice Analytics: View Treatment Plans

1. Click Treatment Plans under the KPI menu
2. Remove current headings if not applicable by dragging and dropping to the heading list. 
3. To build this KPI table, click and drag the below headings:
   Treatment Plan Total Fee: The total value of the Treatment Plan
   Treatment Plan ID: The ID of the Treatment Plan
   Treatment Plan Type: The type of Treatment Plan (e.g. Completed, Incomplete, New)
   Treatment Plan Date: The date of the Treatment Plan

Filter data

Data can be filtered anywhere this icon  is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

1. Click on the filter icon and select the dates you want to show
    
2. Click OK

KPI Table Details

Drill Down

1. Click Drill Down to see more information
   
   
   

Views

The format of the table can be saved in a View. This means the format of the table above is saved.

1. Click Views
2. Click  to add a View       
                                                                                          
3. Enter the name of the View and click Update   
                                                                         
4. Click Save View 
                                                                                                                           

Export Data

1. Click Export to Excel icon (top right corner)
   
   
2. Click KPI Table or Drill Down Table
3. Choose location of the file to be saved in
4. Enter a File Name 
5. Click Save
   

Practice Analytics: View Invoiced Production

A table can be created in the Invoiced Production KPI report in Practice Analytics to show the value of invoices raised.

1. Click Invoiced Production under the KPI menu
2. Remove current headings if not applicable by dragging and dropping to the heading list. 
3. To build this KPI table, click and drag the below headings:
   Net Production: The value of invoices raised
   Cash Payments: Receipts created with the Cash payment method
   Other Payments: Receipts created with other payment methods
   Provider: The Provider that created the invoice

Filter data

Data can be filtered anywhere this icon  is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

1. Click on the filter icon and select the dates you want to show
    
2. Click OK

KPI Table Details

Drill Down

1. Click Drill Down to see more information
   
   
   

Views

The format of the table can be saved in a View. This means the format of the table above is saved.

1. Click Views
2. Click  to add a View     
                                                                                                                    
   
3. Enter the name of the View and click Update   
                                                                
4. Click Save View     
                                                                                                                    

Export Data

1. Click Export to Excel icon (top right corner)
   
   
2. Click KPI Table or Drill Down Table
3. Choose location of the file to be saved in
4. Enter a File Name 
5. Click Save

Practice Analytics: View Appointment Cancellations

1. Click Appointment Cancellations under the KPI menu
2. Remove current headings if not applicable by dragging and dropping to the heading list. 
3. To build this KPI table, click and drag the below headings:
   No Px: The number of new cancelled appointments
   Appointment Book: The name of the Appointment Book
   Cancel Reason: The cancellation reason

Filter data

Data can be filtered anywhere this icon  is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

1. Click on the filter icon and select the dates you want to show
    
2. Click OK

KPI Table Details

1. Click Drill Down to see more information
   
   
   

Views

The format of the table can be saved in a View. This means the format of the table above is saved.

1. Click Views
2. Click  to add a View   
                                                                                                               
3. Enter the name of the View and click Update     
                                                                                     
4. Click Save View        
                                                                                                                                 

Export Data

1. Click Export to Excel icon (top right corner)
   
   
2. Click KPI Table or Drill Down Table
3. Choose location of the file to be saved in
4. Enter a File Name 
5. Click Save

Practice Analytics: View New Patients from First Seen Date