Production/Income Reports

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gdental
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Joined: Tue Mar 06, 2018 8:35 am

Production/Income Reports

Post by gdental » Tue Mar 06, 2018 10:57 am

I was wondering if there is a query or report that I can do where I can see production and income (for the month) without having "Scheduled" treatment for future days add to my total production total?

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dgraffeo
Posts: 147
Joined: Wed Sep 24, 2014 3:19 pm

Re: Production/Income Reports

Post by dgraffeo » Wed Mar 07, 2018 10:05 am

The built in P&I reports should do that for you. If you select the "More Options" item, it allows you to select a date range to see the information for things within that date range. It doesn't count treatment planned procedures, only completed procedures, in the totals.
"To understand what recursion is, you must first understand recursion."

David Graffeo
Open Dental Software
http://www.opendental.com

gdental
Posts: 4
Joined: Tue Mar 06, 2018 8:35 am

Re: Production/Income Reports

Post by gdental » Wed Mar 07, 2018 1:18 pm

For some reason mine does include the treatment planned procedures that are scheduled.

The Columns are as following:

DATE WEEKDAY PRODUCTION SCHEDULED ADJUSTMENTS WRITEOFFS TOTAL PRODUCTION PT INCOME INSURANCE INCOME TOTAL INCOME


And even though I am interested in my Total Production (because it takes into account my adjustments and write offs), it is adding my future scheduled treatment for later in the month. Any idea how to shut that off?

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dgraffeo
Posts: 147
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Re: Production/Income Reports

Post by dgraffeo » Thu Mar 08, 2018 10:47 am

Ah the monthly P&I report. Yes, that one does include scheduled. As of now, there is not currently a way to remove it from the report but you could send us a feature request and vote on it, or add your votes to an existing one if it is already there!
"To understand what recursion is, you must first understand recursion."

David Graffeo
Open Dental Software
http://www.opendental.com

gdental
Posts: 4
Joined: Tue Mar 06, 2018 8:35 am

Re: Production/Income Reports

Post by gdental » Thu Mar 08, 2018 11:53 am

Do you know if there is a way I can pay someone knowledgeable enough to make a Query or custom report for me to have that made?

Thanks

JoeMontano
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Joined: Thu Aug 20, 2015 11:08 am

Re: Production/Income Reports

Post by JoeMontano » Thu Mar 08, 2018 12:41 pm

Joe Montaño
Software Engineer
Open Dental Software
Joe@OpenDental.com

gdental
Posts: 4
Joined: Tue Mar 06, 2018 8:35 am

Re: Production/Income Reports

Post by gdental » Thu Mar 08, 2018 12:46 pm

Great, thank you!

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