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Practice Statistics Report

Run the Practice Statistics report to obtain valuable insights to help your practice identify trends in business and patient care, including patient status distribution by age, retention patients with balances, new start exam and financial statistics, and receipts by account type.

Open the Report​

Select Reporting from the Reporting section of the Home ribbon bar. Then from the Patient section, open the Practice Statistics report. You can double-click the report name, or click Run at the top of the window to continue.(You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

Report Settings​

Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

Start / End Dates - Enter the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.

Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

View Report Results​

If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.

Report Title & Header​

Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.

Show / Hide Details​

If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Use Arrows to Re-Sort Report​

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column's criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

Open the Patient Folder / Responsible Party Record​

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Get Detailed Report Description​

Click the icon to the right of the View button to open the help article with the detailed description of the report.

Choose the Output​

With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.

Report Sections and Calculations​

Patients by Status​

This section of the report gets its data from the patients' Status History, which compiles data from the dates you edit the Status field of the Patient Information Panel. All statuses, even those flagged Inactive in your Status editor are included on the report. If you have Edge Specialist, the statuses for each specialty are included alphabetically on the report, and are not separated by specialty. The report looks at each time a status change is made, so a patient may be included in the "count' for multiple statuses if their status was changed multiple times within the date range (or even during a single day). Thus, this is a general snapshot of your status distribution, and does not necessarily reflect the exact number of patients assigned to each status on any given date.

Patient Starts​

This section of the report gets its data from the patients' Appointment Histories. It lists each procedure from your Appointment Procedure Types editor whose "type" is "Start", and includes the total number of those appointments that were processed as Kept during the date range. In addition, for each patient that kept a "Start" appointment, the report looks for the number of appointments with the type of "Exam" that the patient kept at any point, regardless of whether that exam occurred within the report date range. The report then calculates the percentage of how many Exam appointments it took before a patient completed a Start appointment.

Current Status - New Patient Exams​

This section of the report gets its data from your Scheduler's kept appointment data and your patients' Status Histories. You must consistently process patient appointments and update patient statuses for this data to be accurate. The first part of this section calculates the number of appointments whose "type" is "Exam" (as found in your Appointment Procedure Types editor) that were processed as Kept during the report's date range, and lists the statuses those patients were assigned to at that time. (Not necessarily the status assigned to the patient right now.)

Underneath the list of kept Exam appointments, the report details the total number of all appointments (regardless of the procedure) kept during the date range, along with the number of days that you had at least one kept appointment. The average number of patient seen each patient day is also included. The average number of assistants per day is calculated from the assistants assigned to the appointments. You can obtain further details about the individual appointments included in this section of the report with the Kept Appointments report.

Doctor hours are calculated from number of doctor hours assigned to the Scheduler templates used during the date range. Both the sum of all doctor hours available from all scheduling days in the date range as well as the average number of doctor hours per scheduling day are included.

New Treatment Fees​

This section includes the full treatment fee amount of new contracts, created either with the New Contract editor or by activating a contract proposal. Open-ended contract fees that fall due during this time are included as well. Contract proposals that are not active are not included in this calculation. You can obtain further details about how the New Treatment Fees section is calculated, as well as the individual treatment fees included in this section by running the Transaction Summary report for the same date range.

Changed Treatment Fees​

This section includes production and non-production adjustments applied to existing orthodontics contracts, as well as contract member allocation changes. You can obtain further details about how the Changed Treatment Fees section is calculated, as well as the individual transactions included in this section by running the Transaction Summary report for the same date range.

Contract Adjustments / Miscellaneous Charges​

This section lists non-production adjustments applied to the Fees tab of the Contract Structure editor. You might do this, for example, to apply referral discounts. You can obtain further details about how the Contract Adjustments section is calculated, as well as the individual adjustments included in this section by running the Transaction Summary report for the same date range.

The miscellaneous charges, miscellaneous charge adjustments, gross charges, total adjustments and net charges are calculated from the Transaction report(s) that were finalized during the report time period. Unfinalized transactions are not included.

Patients in Retention with Balance​

This section of the report calculates the number of patients whose status was Retention during the report date range, and who were holding an account balance at that time.

Receipts by Account​

The financial transactions in this section are calculated from the finalized Transaction report(s) for the dates included in the report. If you do not finalize transactions daily, this may differ from the transaction posting dates.