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Production Analysis Report - Detailed by Provider

The Production Detailed by Provider report shows information for charges posted during the selected time period, broken down by the provider to whom they are assigned.

As with many other reports, this report can be run with a variety of filters. For this report, all filters are based on the information listed in the charge window.
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  • Select Providers/Offices: Filters the report based on the provider/office listed in the charge window.

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  • Select Procedures: Filters the report to show only information for the selected procedure code(s).
  • Select Fee Schedules: Filters the report based on the fee schedule associated with the procedure.

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  • Select Facilities: Filters the report based on the facility entered in the charge window.

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  • Procedure Start Date/End Date: Filters the report based on the entered date range. By default, it will use the Procedure date listed on the charge (see point G for additional information).
  • Include $0.00 Charges: If checked, includes charges with a fee amount of 0.00 in the report.
  • Use Posted Date: If checked, causes the Start and End date fields to filter by the posted date rather than the procedure date.
  • Include Material Costs: If checked, it adds a Material Costs column to the report, based on the material costs entered in the charge window.

Production Detailed by Provider - Results
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  • Provider: Indicates the provider the row's information is for.
  • Fees: Shows total fees entered for the month.
  • Tax: Shows tax charged for those fees.
  • Lab/Material Costs: Displays a total of lab costs for all fees for the month that were associated with a lab. Lab, lab costs, and material costs are entered in the lower right hand corner of the new charge window, as shown below in red. Please note, the material costs column will only be visible if the Include Material Costs checkbox was checked before running the report.
  • Neg. Adj.: Shows any negative adjustments applied towards charges posted under that provider for the given date range. It does not matter when the negative adjustment was entered, or applied. If it is tied to a procedure during the month, it will show up here.
  • Pos. Adj.: Shows any positive adjustments associated with procedures entered under that provider for the given date range. As with the negative adjustment, it does not matter when the positive adjustment was entered, as long as the procedure date on the charge it is associated with falls within the month.
  • Write-off: Shows any write-offs associated with procedures associated with the provider, that were entered during the date range. Like other items on this report, it only matters that they are associated with the procedure. The write-offs' posted/procedure date do not count.
  • Patient/Insurance Paid: Reflects payments applied towards charges performed by the provider in the selected date range. These numbers will not match deposits, gross receipts, or earned receipts, as each of those reports figure their date range on different criteria.
  • Open: Shows the unpaid amount for all charges for the given provider and date range.
Production Detailed by Provider - Expanded
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  • Patient Last, First: Lists the name of the patient the transaction was entered for.
  • Procedure Date: Lists the procedure date of the charge.
  • Code: Shows the code entered from the new charge window.
  • Prov.: Shows the user ID of the provider listed on the procedure.
  • Fees: Shows total fee for the procedure.
  • Tax: Shows the tax amount that is associated to the procedure.
  • Lab Costs: Displays a total of lab costs for the fee, if it is associated with a lab.
  • Lab Fee: The amount that is associated to laboratory.
  • Neg. Adj: Shows any negative adjustments applied towards the charge. It does not matter when the negative adjustment was entered, or applied. If it is tied that procedure, it will show up here.
  • Pos. Adj: Shows any positive adjustments associated with that procedure. Again, it does not matter when the positive adjustment was entered, as long as it is associated with the charge.
  • Write Off: Shows any write-offs associated with the procedure. Like all things on this report, it only matters that they are associated with the procedure. The write-off's posted/procedure date does not count.
  • Patient/Insurance Paid: Reflects payments applied towards the charge. These numbers will not match deposits, gross receipts, or earned receipts, as each of those reports figure their date range on different criteria.
  • Payment: Shows the payment amount totaled from the Patient / Insurance Paid columns.
  • Open: Shows the unpaid amount for the charge.
  • Tooth/Surface: In MacPractice DDS, there will be a final column that displays the tooth number and surface associated to the charge.
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