Starts & Exams Report

Run the Starts and Exams report to compare this year's number of kept patient starts and exams appointments, as well as the conversion ratio, with the values from past years. You can run the report for a specific orthodontist or office, or choose to include all doctors and locations. In addition, you may specify how many years to compare.

Get Started

Identify Procedure Types - The Starts & Exams report uses the Type setting in your Procedures editor to identify which procedure descriptions to count as Starts and Exams visits. Be sure you have identified the descriptions you want included on this report as either Starts or Exams. (See "Procedures Editor" for details.)

Process Kept Appointments - Only appointments with the types Start and Exam that have been processed as kept will be included in the report, so be sure you process appointments appropriately. (See "Process Appointments" for details.)

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Appointment > Starts and Exams> Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for all orthodontists in your practice.

   Number of Past Years to Include - Enter the number of past year's data to include in the report.

3. Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Subgroup Editor" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

4. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

5. Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Use Report Results" for details.

More Information

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.