The Completed Treatments Report has been designed to assist practices in monitoring the frequency of diagnosis relative to peers or industry standards, such as the ratio of SRPs to Standard Prophy for hygienists. It is also used to help negotiate insurance contract fees. This report will show the highest volume of codes that require focus, including average fee and reimbursement rates.
The Completed Treatments Report is based on the Date of Service and shows real-time data. It is available both in the Summary view and Detail view. The default selection is Summary View.
Topics Covered
To generate Completed Treatments Report,
- Navigate to the System Menu > select Operational Reports under Insights.
- Click the + icon on the left or the Generate Report button on the right for the chosen report.
Use Cases
These are some of the most common use cases of the Completed Treatments Report:
- Evaluate the differences between your UCR fees and your Contracted fees.
- Assists in negotiating fees for insurance contracts and determining average fee/reimbursement rates.
Let's walk you through a simple use case to use the Completed Treatments Report effectively.
Analyse Provider/Location Utilisation
Follow these 7 simple steps to analyse Provider/Location utilisation for reporting.
Step 1: Navigate to the System Menu > Operational Reports > Completed Treatments and click the plus icon to Create a New Report.
Step 2: Select the Summary View to view a summary of the provider/location utilisation.
Step 3: Set the Date Of Service for which you want to generate this report.
| Note: The maximum Date Range is 6 months. For longer periods, you may download the report. |
Step 4: Select the attribute by which you would like to group the report. In this case, select Treatment Location to analyse location utilisation, Treatment Provider to analyse provider utilisation, or both to group by Location and Provider, in the order of selection.
- The default Group By attributes selected are Treatment Location and Date Of Service.
Step 5: In case you are a multi-practice location, select the locations that you would like to consider.
- The default location selection will be the User's current location.
Step 6: Make use of the other available filter criteria to further filter the report.
Step 7: Click 'Generate Report' or 'Download Report As' based on your practice's requirements.
| Tip: Save this filter to easily generate Provider/Location Completed Treatments reports in a single step. |
Summary View
| No | Filters | Description |
| 1 | Date of Service* | Filter the report by procedure codes within the selected date range, up to 1 year. By default, the range is set to the current day. |
| 2 | Group By* |
Choose to group the report results by Treatment Location, Provider, Treatment Provider Type, Code, Code Category, and/or Service Type. The results will be displayed in the order of selected variables. By default, Treatment Location and Date of Service are selected. |
| 3 | Treatment Location* |
Filter the report by the location where the codes were completed. You can select up to 10 locations (on-screen generation limit). By default, the location will be the user's default location. |
| 4 | Treatment Provider Type | Choose whether to focus your report on treatment completed by the selected provider type(s). |
| 5 | Treatment Provider | Choose whether to focus the report on treatment completed by the selected provider(s). |
| 7 | Code Category | Choose whether to focus the report only on the Code Category. |
| 8 | Service Type | Choose which service type to focus the report on. |
| 9 | Code | Choose whether to focus the report only on the selected procedure code(s). |
| 10 | Exclude Migrated Production | Choose whether to exclude the Migrated Production from the report. |
| 11 | Exclude Membership Discount Credits | Choose whether to exclude the Membership Discount Credits from the report. |
Click 'Generate Report' or 'Download Report As' based on your practice's requirements.
Generation/Download Criteria
- Due to the volume of data, reports with more than 10 Treatment Locations or a date range exceeding 6 Months will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Let's take a look at the results of the Completed Treatments Report (Summary View).
- Treatment Location: The location in which the procedure code was completed.
- # Codes: The number of these procedure codes that have been completed within the selected time frame.
- # Patients: The number of patients that have had this procedure code completed within the selected time frame.
- Fee: The total fees calculated from these procedure codes are based on the office's standard fees.
- % of Fee: It shows the fee contribution of a specific Treatment Location, Provider, Provider Type, Code, or Code Category to the total revenue (If multiple Group By options are selected, the % Fee will apply to the first item, and the others will show as NA).
- Gross Production (DOS): The total expected receivable at the time of code completion.
- Production Adjustments: Total amount of production adjustments.
- Net Production (DOS): Final value after reducing production adjustments from gross production (DOS).
- Collection Adjustments: Total amount of collection adjustments.
- Membership Discount Credits: Available Membership Discount Credits.
- Contractual Adjustment (DOS): It is the difference between the office's standard fee and the fee charged for this code.
- Average Contractual Adjustment (DOS): It is the Contractual Adjustment divided by the # Codes.
- Applied Payments (DOS): The total amount paid toward this procedure code's expected receivables.
- Treatment Provider: The treatment provider of the completed procedure code.
- Treatment Provider Type: The type of treatment provider (dentist, hygienist or in-house) associated with the procedure.
- Code Category: The number of procedures under the CDT category, that have been completed within the selected time frame.
- Service Type: The service type associated with the procedure.
Detail View
The Detail View of the report will display the expanded view of the report.
| No | Filters | Description |
| 1 | Date of Service* |
Filter the report by procedure codes within the selected date range, up to 1 year. By default, the range is set to the current day. |
| 2 | Group By* |
Choose to group the report results by Treatment Location, Treatment Provider, Treatment Provider Type, Code, Code Category, and/or Service Type. The results will be displayed in the order of selected variables. By default, the Treatment Location will be selected. |
| 3 | Treatment Location* |
Filter the report by the location where the codes were completed. You can select up to 10 locations (on-screen generation limit). By default, the location will be the user's default location. |
| 4 | Treatment Provider Type | Choose whether to focus your report on treatment completed by the selected provider type(s). |
| 5 |
Treatment Provider |
Choose whether to focus the report on treatment completed by the selected provider(s). |
| 7 | Code Category | Choose whether to focus the report only on the CDT Category. |
| 8 | Service Type | Choose which service type to focus the report on. |
| 9 | Code | Choose whether to focus the report only on the selected procedure code(s). |
| 10 | Columns* | Choose the columns required in the report. By default, all the columns except Code-Description, Def. Provider Short Name, Def. Hygienist Short Name, Production Adjustment, Net Production (DOS), and Collection Adjustment will be selected. |
| 11 | Exclude Migrated Production | Choose whether to exclude the Migrated Production from the report. |
| 12 | Exclude Membership Discount Credits | Choose whether to exclude the Membership Discount Credits from the report. |
Once you’ve selected the desired filters, select ' Generate Report' or 'Download Report As' based on your practice's requirements.
Generation/Download Criteria
- Due to the volume of data, reports with more than 10 Treatment Locations or a date range exceeding 6 Months will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Detail View
Let's explore the columns in the Report:
- D.O.S: The Date Of Service of the code.
- Patient ID: The system-assigned number used to identify this patient and their records. Click this hyperlink to be taken to this patient's completed procedures.
- Patient Name: The name of the patient that was seen for treatment.
- Code: The procedure code that has been completed.
- CDT Category: The CDT Category corresponding to the procedure code that has been completed.
- Code-Description: The description of the code.
- Tx Provider Type: The Treatment provider type associated with the procedure.
- Tx Provider Short Name: The Short name of the Tx provider.
- Tx Provider: The name of the associated provider.
- Def Provider Short Name: The short name of the default provider of the patient.
- Def Provider: The name of the default provider of the patient.
- Def Hygienist Short Name: The short name of the default hygienist of the patient.
- Def Hygienist: The name of the default hygienist of the patient.
- Tx Location Short Name: The short name of the treatment location.
- Tx Location: The treatment location.
- Fee: The total UCR fees calculated from these procedure codes are based on your office's standard fees (according to your practice settings).
- Gross Production (DOS): The total expected at the time of code completion.
- Production Adjustment: Total amount of production adjustments.
- Net Production (DOS): Final value after reducing production adjustments from gross production (DOS
- Collection Adjustment: Total amount of collection adjustments.
- Contractual Adj (DOS): It is the difference between the office's standard fee and the fee charged for this code.
- Membership Discount Credits: Available Membership Discount Credits.
- Applied Payment (DOS): The total amount paid toward this procedure code's expected receivables.
- Service Type: The service type associated with the procedure.
Manage Permissions
To enable Permissions for the Completed Treatments Report:
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Select the Generate Completed Treatments Report checkbox under Operational Reports to enable the permission.
- Click Save.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customise reports to meet specific needs.