Producer Production Analysis Report

By March 21, 2019Best Practices

PRODUCER PRODUCTION ANALYSIS REPORT

The Icon for Producer Analysis Report accesses the Producer analysis and the Payment Analysis.  When running the Producer Analysis, you have to option to Include the Payment Analysis Report and to include Year to Date Totals on both reports.

Producer Production Analysis report lists each producer and their total production for Today, MTD (month to date) YTD (year to date) Auxiliaries are not listed separately from Doctor fees.

Producer Payment Analysis Report lists each producer and their collections for Today, MTD (month to date) YTD (year to date-accumulative from the last performed year end.)

 

Best Practices

  • This report should be set to run with your either your Day End report or with your Month End report.
  • When running the Producer Analysis and Payment Analysis from the icon you can select to only print specific providers, note that the totals at the bottom of the page will include figures for any producer not shown.
  • When running the report for a previous date range, Year to Date totals will not be available.
  • Recreate previous Year to Date totals by using the date range option and include the entire year.

 

Options for Running Producer Analysis

  • Producer: Defaults to all (*) Can choose to run for only one Producer OR SELECT
  • Select: Opens another screen to select all the producers you wish to display in the Producer and Payment Analysis. The totals at the bottom will include any producer not displayed.
  • Report By: Producer will list all the numbers by the producer of the treatment; Billing Dr$ will report according the billing dr of the claims. Report by Billing Dr does not generate Year to Date totals
  • Report Info: Current Month will have the Today, MTD and YTD for the current date; Date Range will have Today be the last date of the range and secondly show the date range selected.
  • Include YTD Total: Tick to see the YTD totals on both the Producer Analysis and Payment Analysis
  • Include Payment Analysis: Tick to generate the Payment Analysis Report

 

Reading the Reports

PRODUCER PRODUCTION ANALYSIS REPORT

Totals: Totals for all producers.

Procedures Done: A count of procedures done by that producer.

Dental Fees: Treatment charged to the patient/insurance.  (Will be new and deleted treatments)

Lab Charges: Lab fees charged to the patient/insurance.

Office Charges: Office Charge codes posted to the patient.

Fee Adjusts: All fee type adjustments posted.

Net Fees: Plus/minus all fees, charges and adjustments is the Net Fees.

(incl. Aux) Net Fees: If an auxiliary is used, their production will be included here.

 

PRODUCER PAYMENT ANALYSIS REPORT

Totals: Totals for all producers.

Payments Allocated: Payments posted to the treatment producer.

Allocation Transfers: Payments originally posted to a producer then moved to another producer.  Payments in held under one producer, allocated to treatment done by a different producer.

Payment Adjusts: Any payment type adjustments. (Payment Reversals, refunds, credit-write offs, etc.)

Net Regular Payment: Payments, Allocations, and Payments Adjustments equal the Net Regular Payment.

Total Lab Payment: Payments posted to labs.

Total Net Payment: Net Regular Payment plus Net Lab Payment

FOR 4.8 -THIS IS THE ONLY REPORT THAT CALCULATES PAYMENTS APPLIED TO LABS. IT CANNOT BE REPRINTED AFTER MONTH END