Treatment Plan Analysis
The Treatment Analysis report provides insight into how treatments makeup revenue and where an office is falling short in terms of production. If the Production dashboard shows metrics that are red, then an office should visit this dashboard. This module educates the DSO(s), Office(s) and Provider(s) on how their treatments are affecting their production and goals.
Production Amount by Treatment Plan Status-Production amount by Treatment Plan Status
Diagnosed $ = Total Fee amount of Diagnosed Treatment Plans
Completed $ = Total Fee amount of Completed Treatment Plans
Scheduled $ = Total Fee amount of Scheduled Treatment Plans
Accepted $ = Total Fee amount of Accepted Treatment Plans
Average Production Per Visit-Average net Production per patient visits. Provides insight into whether a decrease in production is caused by the volume of patients seen or by patients accepting less treatment.
Net Production (with visits) divided by Count of visits
Net Production (with visits) = Gross Production only considering Visit Codes + Production Adjustments
Count of visits considers the following:
For each day in a date range counts how many patients have a visit code in ledger.
Sums up the values of each day to get the visit count for the date range.
Case Acceptance Rate-The rate at which treatment plans that are diagnosed are converted to accepted, scheduled, or completed status.
Distinct Count of Treatment Plans that are Accepted or Scheduled or Completed divided by Count of all Treatment Plans x 100
Unscheduled Patients with Accepted Treatment Plans-Production amount from Unscheduled Patients with Accepted Treatment Plans.
Total Fee amount of Unscheduled Treatment Plans which are Accepted excluding Completed Treatment Plans.
Unscheduled Patients with Unaccepted Treatment Plan-Production amount from Unscheduled Patients with Unaccepted Treatment Plans.
Total Fee amount of Unscheduled Treatment Plans which are Unaccepted excluding Completed Treatment Plans.
Top Referrals-Number of key specialties in cross-referrals among providers and offices.
Count of Internal and External referrals by Specialty
Total Referral Count = Internal Referral Count + External Referral Count
Based on selected option, Referral count can be calculated for Referring Provider’s specialty or Referred Provider’s specialty
Treatment Plan Scorecard
%Accepted-Represents the ratio between Total Fee amount of Accepted and Diagnosed Treatment Plans
Total Fee amount of Accepted Treatment Plans divided by Total Fee amount of Diagnosed Treatment Plans
%Scheduled-Represents the ratio between Total Fee amount of Scheduled and Diagnosed Treatment Plans
Total Fee amount of Scheduled Treatment Plans divided by Total Fee amount of Diagnosed Treatment Plans
%Completed-Represents the ratio between Total Fee amount of Completed and Diagnosed Treatment Plans
Total Fee amount of Completed Treatment Plans divided by Total Fee amount of Diagnosed Treatment Plans
Amount of Unscheduled Treatment Plans-Total Fee amount of Unscheduled Treatment Plans which are also Incomplete
% Unscheduled Patients with Treatment Plans-Represents the ratio between Total Fee amount of Unscheduled and Diagnosed Treatment Plans
Total Fee amount of Unscheduled Treatment Plans divided by Total Fee amount of Diagnosed Treatment Plans