This report is used to report on any KPI (Key Performance Indicator) your practice may monitor.

The Report provides information per Provider for detailed reporting, allowing a selection of services per report.

Running the Report

1. Open the Administration - Reports.

2. Locate and double-click the KPI Report.

   • Select the Provider and Month to be reported.
   • Select Change Key Item Codes to update or check which services will be included in the report.
     
   • Select OK when complete.
3. You can now Print, Preview, Email or Export the report, depending on your preference.

A feature of the report is that an explanation is printed on the report of the derivation for each of the details reported upon: what information was used to derive it, and how the calculation was made.

The following details are reported:

• Production per Hour, fees for all items for the reported period, divided by the total appointment time.
• Collections Percentage, total receipts for the period divided by the fees due.
• Clinician Hours Scheduled, total of scheduled and extra hours for the period.
• New Patients Seen, count of patients seen in this period, that were not seen in the prior 18 months.
• Percentage of Patients Re-Appointed, patients seen in the period, for whom future appointments were scheduled.
• Amount Paid per Patient (last six months), fees collected divided by the number of patients seen.
• Average Appointment Time, total appointment time divided by the number of appointments in the period.
• Number of Active Patients, number of patients seen in the last 18 months.
• Number of Key Items Done, for the Key Item Codes selected, this counts how many were performed on the last 100 patients seen.
• Attrition Rate, number of patients who were last seen 18 months ago and who have not had appointments since then.

Tips and Tricks

• This report was previously named Prime KPI Report.