Reports and Charts

Report Menu (available from the CaStats Data Entry Form

Highlights

Create Production Report and/or Weekly Report directly from the data entry form

Access the reporting utility directly from the data entry form without moving to another form or menu

Custom Reports Menu

Several options are available including creating simple reports, graphs and charts.

A macro utility is provided for those common reports that are used frequently. If the user defines and sets up a report, it can be saved as a macro. This same report setup can be recalled later through the macro selection option.

As the menu below implies, reports and charts can be created on all Ca Stats, Custom Stats, Patient Referrals, New Patient Exams and Adjustments, Billing Stats, as well as Expenses.

Stat Selection Forms:

The menu provide Easy navigation between forms. Clicking on text will open that particular set of stats. Clicking on the navigation arrow will move to the next category.

These stats (up to 9) can co-exist in the same report; however it is not recommended mixing different flavor of stats in the same chart.

You can report or chart current data from previous years.

If your practice has more than one practitioner, you may find it useful to compare stats among your associates. This reporting tool can compare stat totals of your associates relative to the entire practice totals with a percentage break down for each.

Create Macro option is available for those who need to view common stats frequently. In the StarStats reporting utility you can select your stats and save that selection as a macro. At a later time, Selecting that macro will recall and select those same stats for you; then all you have to do is set you report dates and print. Simple as that.

Date Selection Utilities

The Reporting Utility offers 3 different Date Adjustment Controls

	Reports and Charts
...office growth solutions


Reporting Utilities with Improved wizards, Simple and Easy to Use, and Highly Flexible Reporting Utilities that are simply and easy to use and highly flexible Production Report (Gibson Mgnt.) Create Custom Reports and Charts on Daily Stats Flexible and Powerful Reporting/Charting Options Reports and Charts can be created on all Stats in the 6 major data entry forms Totals can be sampled Daily, Weekly, Monthly, or Yearly Different Stats can co-exist in the same report and up to 9 stats on the same page Reports and Charts can compare current stats to the previous years Totals of associates can be compared to the entire practice and among the associates and provide the percentage break down relative to the entire practice totals Report and Charts can be printed Create and select report macros that will automatically set common stats making reporting easy on frequently viewed stats Database Backup Utility

Create Production Report (Gibson Mgnt.)

The step by step setup procedure as indicated by the Tabs at the top makes it easy to create a Production Report. All the user has to do is: select the Doctor (or entire practice), set the Output Report Dates, select the Type of Reports, and print (or preview).

Select a Doctor and Set Options

Report Print / Preview Options

Report Analysis example

**Entire Practice**
Year	Patients					Actual Production	Total Collections	Coll Ratio	Expenses	ROP
2006	PV	NP	NPOM	ANP	NPO%	Actual Production	Total Collections	Coll Ratio	Expenses	ROP
Jan	954	26	0	26	100%	67,716.00	54,329.37	80.23%		13
Feb	868	20	0	20	100%	62,629.00	50,954.80	81.36%		16
Mar	1184	28	0	28	100%	85,900.00	55,744.44	64.89%		18
total	3006	74	0	74	100%	216,245.00	161,028.61	74.47%		47

Report Summary example

Pat Visits \| New Pat	Production	Collections	63.87% Overhead
Avg PV - 901.8	Avg Prod - $72,345.41	$58,292.19 - Avg Col	$37,229.28 - Avg Expenses
Avg NP - 28	DVAP - $80.23	$64.64 - DVAC	$41.29 - Cost per Visit
PVA - 31.4	Case Avg - $2,516.36	$2,027.55 - Case Avg	$1,294.93 - Cost per Case
Net Profit - $21,062.91 Net Profit per Case - $732.62 Visits to Product a Profit - 20.03

Legend:

PV = Patient Visits
NP = New Patients
NPOM = New Patients Opportunity Missed
ANP = Actual New Patients
NPO% = Percentage of New Patient Opportunities
Coll Ratio = Collection Ratio
Avg PV = Average on Total Patient Visits per mth
Avg NP = Average on Total Number of New Patients / mth
PVA = Patients Visits Average
DVAC = Dollar Visit Average Collected
DVAP = Dollar Visit Average Produced

Create Custom Reports and Charts on just about any Stat

Flexible Charts, Graphs and Reporting Utility:

The StarStats charting and graphing module is a menu driven system. The main menu list the various options to choose from. The report generator can create simple reports on almost any stat up to 9 stats on one page.

Most reports and charts can be create in few easy steps. From the Main Menu, select an option and follow instructions indicated by the tabs which will appear at the top. Start with the active tab to the left, fill out the required parameters and continue with each of the tabs to the right. Clicking on the tab will expose the next set of instructions. Basic steps to most setups are: Select a Doctor, Select the Stats, Set the output reporting Dates, set other Options and then Create the Report or Chart.

All reports and charts can be printed. All charts can be enlarged. Since the enlargement is linked to date controls the date can be modified before printing the final chart. There is a convenient option that relocate the date controls off the final chart enlargement. The data controls will still function but will not print out. Only the most important information is shown. This is ideal for good clean presentations.

This highly flexible reporting utility can print simple charts and report as well as more involved reports and charts such as: charts that compares data among all the associates working in the practice, Historical charts are possible comparing previous years activities, and for those frequent reporting tasks a Macro Utility is available.

Example: A Typical Chart showing Total Collections $$$ and Total Production $$$ for the entire year so far. Totals are calculated monthly since the resolution is set to Monthly. Other resolutions (Yearly, Weekly, and Daily) are available. All reports and graphs have several resolutions or sample rates available. You can calculate totals for every month, year, or even report on weekly totals. Creating reports on daily totals is the highest resolution available. You can see visually not all $$$ produced are collected.

Charts can be created for the entire practice or on each individual associate or any combination of the two. If your practice has several professionals on call StarStats can create comparison charts, graphs and reports listing the totals for one of more associates and calculating the percentage of each total to the entire practice. This will give some insight where lies the strengths of the business.

There may be times when you need to compare the current totals to previous years totals spotting trends and noting what areas the business has grown and identify the areas that need improving. StarStats Custom Reporting Module can create charts, graphs and reports comparing current years totals to any year in the past. Working in the historic mode, only one stat can be compared at one time to previous years.

Below is an example that compares 5 years of the Total Collections for each month of the entire practice. The chart is shown below as well as the report version of the same data below the chart. Trends can easily be identified. Charts can be enlarged and the date refined before printing.

Chart Format example: 5 years of monthly Collections for the Entire Practice

List Format example: 5 years of monthly Collections for the Entire Practice (EP).

Line Chart Preview Example (Various Chart Types available)

(can be enlarge to portrait size and printed)

Create and Select Macro Utility:

For those reports that are reviewed often, a Macro Utility is available. It can record various scenarios consisting of various selections of stats. Running the macro at a later time will recall these selections setting the stats automatically. All that is left to do is to select the reporting dates and type of report and or chart.

A Macro can be created before or after selecting the desired stats. Clicking the [Create Macro] command button available on each stat dialog form or starting from the main menu will prompt the user to follow a few easy steps.

At a later time selecting a macro will automatically set the appropriate stats. It would be simple task to select the reporting date and set the preferences prior to generating the report.

Name the Macro in a way that describes its content and write an abbreviated description. Select the stats if have not been selected and chose the type of report your wish to create. Clicking the option in step 2 will navigate to the appropriate page.

Stat Selection Forms:

The following several forms illustrates the stats that are available and the selection process.

Date Selection Utilities

StarStats™ Reporting Utility provide three Types of Date Selections Controls which any one can be set as default when the reporting tool is opened.

Date Macro Controls: A. provide a quick method to set both Begin and End output reporting dates with a single click. B. Other date adjustment controls are available that can refine each date to the desired day.

Calendar Controls are available that provide the same flexibility to set the output report Begin and End day.

Manual Date Adjustments: Another set of controls provide precise manual Begin and End Date adjustments

Ca Stats Weekly Report: output example