Monthly Goal Report Q

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Dr.RichM
Posts: 1
Joined: Tue Jan 04, 2022 2:42 pm

Monthly Goal Report Q

Post by Dr.RichM » Tue Jan 04, 2022 2:44 pm

Hi

Does anyone know if there is a custom query to see the scheduled ADJUSTED production for the month?

I know there is a nice standard report that shows it, but that only shows gross production. We keep adjusted production on the schedule but it only shows day by day and Id like to see a report with it monthly also.

Thanks!

agrasley
Posts: 15
Joined: Mon Jan 03, 2022 11:45 am

Re: Monthly Goal Report Q

Post by agrasley » Tue Jan 04, 2022 3:50 pm

Hi Dr.RichM,

You can get the estimated adjusted production for scheduled procedures in the standard report. All you need to do is go into the Report Setup window (Reports -> Standard -> Setup) under the Misc Settings tab. On there you can check "Monthly P&I scheduled production subtracts PPO write-offs.

If this doesn't work well for you needs, you can submit a custom query request here: https://opendentalsoft.com:1943/ODQuery ... tForm.aspx

Hope this helps!
Alex Grasley
Open Dental Software
http://www.opendental.com

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