Launching Practice Analytics from Dental4Windows

Launching Practice Analytics from Dental4Windows

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Listed below are how to launch Practice Analytics from Dental4Windows, view 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: What If

What If can be used to calculate an estimate of adjusted income if Item Fees are increased and/or additional Providers are performing the Treatment.

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

Run the Report  
  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

A table can be created in the New Patients KPI report in Practice Analytics to show the number of Items used in Treatment Plans created.

Run the Report  
  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

A table can be created in the New Patients KPI report in Practice Analytics to show the Treatment Plans created.

Run the Report  
  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.

Run the Report  
  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

A table can be created in the Appointment Cancellations KPI report in Practice Analytics to show the appointments that have been cancelled and the reason.

Run the Report  
  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

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 New Patients from First Seen Date

A table can be created in the New Patients KPI report in Practice Analytics to show the new patients created.

Run the Report  
  1. Click New Patients 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:
    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
    No Px: The number of new patients

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

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