Production reports allow you to dig a little deeper into where your production is coming from. This visibility can assist in identifying areas of strength and areas that can be improved upon. In these reports you will be able to get specific with what you're looking for by applying filters to your production source data for selected date ranges. Follow the steps below to learn how.
How to Run a Production Report
Access the Performance Board
Then select the reports icon for the Production metric
Here you can create custom reports with the following criteria:
Date Range
Report type
Provider Filter
Procedure filter
Simply click into each option to apply filters according to the category, for example:
Date Range: 01/01/2022 - 01/31/2022
Report Type: Production by Procedure
Provider Filter: Dr. Jon
Note: You can select multiple providers
Procedure Filter: Restorative category
Note: You can select an entire category or individual and multiple ADA procedure codes
Once you have applied the needed filters, click Generate
This will populate with the report on the right hand side of your filters
Hover over the chart to view additional data
You can print and download this chart by selecting the Menu icon in the top right hand corner of this report if needed
Related Resources
The following resource will give you a more in-depth explanation on how to use the Performance Board: