Activity/Procedure Analysis

[savvy]

My previous practice management program gave a report called Activity/Procedure Analysis.
This was a very useful report, especially at the end of the year.
It would list every procedure done during a selected time period (monthly,quarterly, yearly, etc.)
It listed the total number of times the procedure was billed, the total amount billed, the average fee charged and the dollar amount as well as the percentage change from the previous period (ie: this year compared to last year).
I assume OD can do this through a query, but some of us, me, have no idea how to create a query.

Has anyone created such a query?
If not, can someone please create one and share it?

Thanks.

[savvy]

OK, I see that there is a report called Procedures that does some of this already....it just doesn't compare it to another period of time.
A comparison would be nice, but for now I can live with it as it is.

However, in running the report I found some issues.
My hygienist is not credited for any radiographs taken.

My hyg takes most of our bitewings.
My assistant and my hyg take similar number of the PAs and Panos.
I take some x-rays.
I NEVER do prophys, yet I am credited for some prophys, even though they were scheduled in a "is hygiene" operatory.
I am credited for all exams, even though some were scheduled in a "is hygiene" op.

Am I not understanding this correctly?

It is my understanding that a procedure listed in a "is hygiene" operatory, is credited to the provider of that op.
My hygienist works out of two ops and each of these ops are set up as "is hygiene" and she is the only provider listed for those ops.

If not, then why have a box to check for setting up the op in the first place?
I'm just one dentist and 1 hyg.

How do practices with multiple dentists and hygs keep track of who does what procedure?

[jordansparks]

I believe the "is hygeine" option has only one effect: to change the color of the appointment. For procedure assignment, it looks as the dentist and hygeinist for the operatory without regard for the "is hygeine" setting of the operatory. If both providers are assigned to the op, as is the norm, then it intelligently decides which provider gets which procedure based on the "is hygeine" flag for the procedure code.

I can think of a few ways that the wrong provider could be assigned. Perhaps someone added a procedure without attaching it to the appointment. Perhaps an operatory or schedule was not set up right so that only one provider was actually assigned to the appointment instead of two. In that case, that one provider got credit for all the procedures. One more possibility is that someone had the appointment in a dummy op. Lots of offices have ops that don't have providers assigned that they use for notes. Maybe the appointment was in that column, so the providers didn't get automated properly.

You could just start reviewing individual cases to see what might have happened.

[savvy]

This is what we do:

Select Patient
Click on "Make/Find Appt"
Select "Schedule Recall"
Patient's Name and procedure abreviations PerEx, Pro and 4BWX appear in box on right side of schedule.
Box is dragged to appointment slot in Hygiene Op (is Hygiene).
At completion of appointment, appointment is selected, the "set complete" icon is clicked, the Account Module is accessed, and a New Claim is generated.

The hygiene op has only one provider assigned to it, my hygienist.
In the Account Module, the prophy is credited to my hyg, the exam and BWX are credited to me.

Prophy code is checked "is hygiene procedure", exams and bwx are not.

[jordansparks]

I would recommend that the op have both providers assigned.