Purpose: The Operations Summary Report for DSO dental practices provides a high-level, general overview of the performance of individual locations on a monthly, quarterly, or yearly basis.

Roles: Regional Manager, Practice Owner, COO/CEO/CFO, Directors

Purpose: The Top 20/Bottom 20 Report for DSO dental practices includes ranked Key Performance Indicators (KPIs). This report provides a quick and easy means of determining which locations fall within the top 20, bottom 20, and middle 60 percent of performance on a monthly, quarterly, or yearly basis.

To view the Top 20/Bottom 20, toggle on the button at the top of your reports.

Roles: Regional Manager, Practice Owner, COO/CEO/CFO, Directors

Purpose: The Provider Report for DSO dental practices gives an overview of how providers are doing across the organization. It includes information about their productivity, collections, and case acceptance. This report is like the Provider Pulse but shows all the information in one place instead of having to look at each part separately.

Roles: Regional Manager, Practice Owner, COO/CEO/CFO, CDO (Chief Dental Officer), Directors

Purpose: The Appointment Report for DSO dental practices shows statistics about appointments, including the number of broken appointments.

Roles: Regional Manager, Practice Owner, COO/CEO/CFO, Scheduling director

Purpose: The Goals Report for DSO dental practices helps track progress and make plans on a weekly, monthly, quarterly, or yearly basis. It shows which parts of the Profitability Formula needs attention to help reach the goals.

Roles: Office /Regional Manager, Practice Owner, COO/CCO/CEO/CFO, Marketing, Directors

Purpose: The Summary Report provides an analysis of the current state of patient business and retention, enabling you to identify opportunities to recapture lost patients.

Personas: COO/CFO/CEO/VPs, Office/regional managers, Marketing, Practice owner

Purpose: The New Patients Overview Report provides a comprehensive review of new patient acquisition performance, including the source of patients, the value of patients per referral source, patient acquisition performance, and marketing analysis. This report is available on a weekly, monthly, quarterly, or yearly basis.

Personas: Marketing managers, Office/regional managers, CMO (marketing)

Purpose: The Marketing Report provides a comprehensive analysis of the sources of new patients and active patients, including referral source and geography. It also includes information on the top 10 referral sources, insurance sources, and employer sources, as well as the number of new patients by zip code. This report enables DSOs to gain valuable insights into the sources of their new patients, allowing them to make informed marketing decisions.

Personas: Marketing, COO/CEO/Practice owner, Director of operations, Office/regional manager

Purpose: The Patient Details Report provides a comprehensive list of patients for contact purposes and a breakdown of all active patients versus new patients. It allows you to view the list of active and new patients, and you can export the list of patients with their contact information for use in marketing campaigns and other activities. This report provides the ability to filter and view the total count of all or new patients who have been active (seen for a procedure) in the last 24, 18, or 12 months.

Personas: Marketing, COO, Director of operations, Office/regional manager

Purpose: The Patients Recaptured report provides insights into the number and value of patients who have returned to the practice after a period of inactivity. It shows the specific actions that led to their return and the value generated per patient and per location. This report helps the DSO understand the reasons behind the return of inactive patients and the impact it has on the practice.

Personas: Marketing, COO, Director of operations, Office/regional manager

Purpose: The Patient Attrition Report allows dental practices to monitor and track patients who have become inactive. It provides insight into the number of patients, their value, and reasons for not returning to the practice in the last 18 months or more. The report also highlights the procedures performed during their last visit, which can help with identifying potential reasons for patients not returning.

Personas: Marketing, COO, Director of operations, Office/regional manager

Purpose: The Referral Analysis Report provides insights into the effectiveness of various referral sources in terms of new patient acquisition and value generated. It allows you to compare and contrast the performance of different referral sources, helping you determine which ones are driving the most business to your practice.

Personas: Marketing, COO, Director of operations, Office/regional manager

Purpose: The Treatment Completed Report provides a summary of production output, organized by procedure code and procedure count, over a specified time period. This information helps to determine the procedure mix that contributes to the production of a Dental Service Organization (DSO) and identifies opportunities to prioritize various types of production.

Roles: COO, Director of operations, Office/regional manager

Purpose: The Treatment Presented Report provides insights into the procedures being presented for dental diagnoses during exams, including the procedure mix and the potential revenue associated with each. This information is gathered from procedures that have been set to the "treatment plan" status in the practice management system, during the selected date range. This report is useful in identifying missed opportunities and evaluating the potential revenue of the practice.

Roles: COO, Director of operations, Office/regional manager

Purpose: The "Treatment Presented/Accepted Report" provides insight into the efficiency of converting treatment plans into completed procedures for a Dental Service Organization (DSO). The report distinguishes between "treatment presented," which refers to procedures that have been planned for a patient in the practice management system, and "accepted treatment," which refers to treatment plans that have been changed to "completed" status in the practice management system. This report displays the dollar amount won or lost based on the effectiveness of case presentation and the success of scheduling follow-up appointments to complete the treatment.

Roles: COO/CFO, Director of operations, Office/regional manager

Purpose: The Procedure Mix Report provides a visual representation of the mix of treatments that have been completed. This report serves as a helpful tool for analyzing production completed over a specified time period, as it provides a high-level overview of the procedures performed.

Roles: COO, Director of operations, Office/regional manager, CDO (chief dental officer)

Purpose: The Procedure Compliance Report enables dental offices to monitor clinical compliance and ensure appropriate diagnoses and treatment plans for procedures. This report helps to maintain a balanced variety of procedures and to enforce Standard Operating Procedures (SOPs) and Standard of Care. The report can be generated on a quarterly, bi-annual, or annual basis.

Roles: CDO (chief dental officer) & Clinical director

Purpose: The Revenue Cycle Management (RCM) Summary Report provides a comprehensive overview of the production process, from collections, giving context to the necessary efforts for collection optimization. The report also evaluates the performance of insurance and patient collections.

Roles: COO/CFO & Director of revenue cycle management (RCM)

Purpose: The Adjustments/Write-offs Report enables you to analyze the frequency of specific adjustment types across the organization and view the total amount of adjustments by location and provider. This report is useful in determining the profitability of dental offices, by examining the amount of write-offs across insurance claims, promotions, and other discounts.

Roles: COO/CFO & Director of revenue cycle management (RCM)

Purpose: The Claims Report provides a comprehensive list of open claims for follow-up purposes across your organization. It enables you to organize claims by insurance company or specific location(s) and provides the ability to reference the claims from the list or export it for further analysis in a spreadsheet.

Roles: Director of revenue cycle management (RCM) & Insurance billing administrator/coordinator

Purpose: The Accounts Receivable (AR) Guarantor Report provides a comprehensive list of outstanding balances from patients across the organization, including relevant information to facilitate patient communication and collection efforts. The report can be viewed on the screen or exported to a spreadsheet for further analysis and management.

Roles: Director of revenue cycle management (RCM) & Insurance billing administrator/coordinator

Purpose: The Claims Aging Report provides an overview of a Dental Service Organization's (DSO) progress in collecting payments from insurance companies after billing. It presents a visual representation of claims aging, categorized into 0-30, 31-60, 61-90, and 90+ days since submission to insurance companies. The report displays bar graphs displaying the dollar amount in each aging category, with the ability to view the number of claims by hovering over the bars. Additionally, the report allows you to see the claims aging visualization by location(s) and specific insurance companies.

Roles: COO & Director of revenue cycle management (RCM)

Purpose: The Patient Payments Report offers a quick understanding of the sources of patient payments and the mix of payment types used in a practice. The report provides a visual representation of the payment types, with the ability to view the number of patients who have used each type by hovering over the data points. This report helps in gaining insights into the payment behavior of patients and the effectiveness of different payment options in the practice management system.

Roles: COO/CFO, Director of revenue cycle management (RCM), Regional manager

Purpose: The Payor Report provides a quick overview of the mix of payers utilized by a practice, enabling an understanding of the sources of billed production. This report helps to compare the production billing against the time it takes to collect payments and the amount of write-offs that occur with each insurance company. It provides insights into the practice's revenue cycle and helps to identify areas for improvement in collections and write-off management.

Roles: COO/CFO, Director of revenue cycle management (RCM), COO/CFO, Regional manager

Purpose: The Practice Data History Report helps you keep track of login information, morning huddle length, and what users do in the system. This report gives you a complete picture of what's been happening in the practice.

Roles: Office/Regional Managers & COO

Purpose: The Follow-Ups Report enables tracking of the return on investment (ROI) of follow-up efforts. This report provides insights into the effectiveness of follow-up activities and enables informed decision-making to optimize performance and achieve desired outcomes.

Roles: Office/Regional Managers & COO