What practices and DSOs expect
Practice management systems hold appointments, procedures, fees, adjustments, treatment plans, and payments. Customers tend to expect a small set of reports built from that data:
- Production report: gross and net production by provider, location, and period.
- Production per hour: productivity by provider, doctors and hygienists separately.
- Case acceptance: presented and accepted treatment, in dollars and plan count.
- Collections: collections against net production, and receivables aging.
- Hygiene and recall: reappointment rate and patients overdue for a visit.
- New patients: first visits by month and source.
Who reads them
| Role at the customer | What they need |
|---|---|
| Owner dentist | Provider comparisons, unscheduled treatment, and collections. |
| Office manager | The daily schedule, open time, and follow-up lists. |
| Treatment coordinator | Their own acceptance and open treatment plans. |
| DSO regional manager | Locations compared on one definition, limited to their region. |
| DSO executive | Group roll-ups by region and location. |
A sensible order to build them
- Production and production per hour first. They need completed procedures, fees, write-offs, and the provider schedule, which most practice management systems store.
- Case acceptance next. It needs treatment plans linked to appointments, so check that link exists.
- Collections. Payments and adjustments are usually available but can be complex to attribute.
- Hygiene reappointment and new patients. These need clean appointment types and first visit flags.
Settings customers will ask for
- Gross or net production as the default.
- Scheduled or worked hours.
- What counts as an accepted case, and the window length.
- Which locations roll up to which region.
- Who can see what: a regional manager sees only their locations, an associate sees only their own numbers.
Data to check first
- Are contractual write-offs stored separately from other adjustments?
- Does the schedule separate clinical blocks from lunch and admin?
- Are appointments linked to the treatment plan they come from?
- Can reports be built from de-identified data, without patient health information?
The metric pages list fields and include a SQL sketch for each.