Archy Glossary for Reporting – Archy Preprod

Learn what frequently used terms and phrases mean.

	Term	Definition
A	Active Patient	A patient with the status of "Active"
	Active Recall Patients	Patients with a status of active that also have a recall due date, typically filtered down to perio and prophy recall types
	Adjustment Category	Insurance or Collection
	Adjustment Name	Name of the adjustment that was applied (ex: Friends & Family Discount, Late Cancellation Charge, etc.)
	Adjustment Type	Discount or Additional Charge
	Appointment Doctor	The doctor assigned to the associated appointment
	Appointment Duration	Amount of time the appointment took in minutes
	Appointment Hygienist	The hygienist assigned to the associated appointment
	Appointment Status	Completed, No Show, In Progress, Canceled, Scheduled, Unscheduled, or Requested
	Appointment Provider	If a hygienist was part of an appointment, they are considered the appointment provider. If there is no hygienist on the appointment, the appointment doctor is the appointment provider.
	Average Appointment Net Production	In a selected timeframe, the total net production amount divided by the number of appointments that the practice completed
	Average Daily Collections	In a selected timeframe, the total Collections divideed by the number of days on which a collection occurred
	Average Daily Net Production	In a selected timeframe, the total net production amount divided by the number of working days that production was recorded
	Average Insurance Adjustment per Appointment	In a selected timeframe, the total amount of all insurance adjustments applied divided by the sum of appointments that had an insurance adjustment was applied (insurance adjustment is the difference between the UCR rate and what insurance actually paid)
	Average Insurance Adjustment per Day	In a selected timeframe, the total amount of all insurance adjustments applied divided by the number of days where an insurance adjustment was applied (insurance adjustment is the difference between the UCR rate and what insurance actually paid)
	Average Insurance Adjustment per Patient	In a selected timeframe, the total amount of all insurance adjustments applied divided by the unique number of patients that had an insurance adjustment was applied (insurance adjustment is the difference between the UCR rate and what insurance actually paid)
	Average Patient Collections	In a selected timeframe, the total patient collections amount divided by the number of patients who paid
	Average Patient Net Production	In a selected timeframe, the total net production amount divided by the number of patients that had a completed appointment
C	Cancellation Rate	In a selected timeframe, the number of canceled appointments divided by the total number of appointments
	Claim Age in Days	How many days it has been since the claim was created
	Claim State	Completed, Failed, Submitted, Pending, or Voided
	Claim Submitted Date	Date the claim was marked as Sent
	Collection Percentage	Total collections in a selected timeframe divided by the total net production for the same timeframe
	Credited Provider	The provider who was credited with the amount paid on a procedure or a standalone charge, or in some cases the practice
D	Date	The date representing the common date associated with the given metric. Financial metrics will use the payment date while production numbers use the appointment date.
	Doctor	Categorized as an employee with the Job Type of General Dentist, Pediatric Dentist, Endodontist, Orthodontist, Oral Surgeon, Periodontist, Prosthodontist, or Denturist Independent Registered Dental Hygienist
E	Eligibility Verified Status	Verified, Not Verified, Auto Verified
	Existing Patient	A patient seen in the selected timeframe and who has previously completed an appointment at the practice
G	Gross Production	Total amount of all UCR rates for all completed procedures in a selected timeframe
H	Hygiene Appointment	Any appointment that includes a hygiene service code 'D1110', 'D1120', 'D4910'
	Hygiene Re-Appointment Rate	Number of patients seen within the selected timeframe for a hygiene visit ( 'D1110', 'D1120', or 'D4910') that had a future hygiene appointment scheduled the same day of the completed hygiene appointment, divided by the sum of all patients seen within the date range for a hygiene visit multiplied by 100
	Hygienist	Employee with the Job Type of Dental Hygienist
I	Insurance Ordinal	Primary, Secondary, Other
	Insurance State	Active or Archived
	Insurance Subscriber	The name of the subscriber for the insurance plan
	Is Hygiene Appointment	A field that returns true or false depending on whether the appointment is classified as a hygiene appointment.
	Is Pre Auth	A field that returns true or false depending on whether the claim is a pre-authorization or a claim for completed treatment
	Is Self Booked	A true or false field that indicates whether or not the patient booked online
N	Net Production	In a selected timeframe, the total amount of all negotiated rates for all completed procedures
	New Patient	A patient who completed their first appointment at the practice during the selected timeframe
	Not Billed to Insurance	A field that returns true or false depending on whether the procedure was included on the claim or not
	No Show Rate	In a selected timeframe, the number of no-show appointments divided by the total number of appointments
P	Patient Gender	Male, Female, Unknown, or N/A
	Patient Primary Doctor	Doctor set as the patient's primary provider on their profile
	Patient Primary Hygienist	Hygienist set as the patient's primary hygienist on their profile
	Patient Referred By	The inbound referral source that the patient indicates
	Patient Status	Includes active, archived, deceased, inactive, nonpatient, and prospect
	Patient Tenure in Years	The number of years that the patient has been in the practice system
	Payer Type	Who paid, the patient or the insurance carrier
	Payment Channel	Whether the payment was made online or by the practice
	Payment Created Date	The date the payment was made
	Payment Details	Check number, last 4 digits of the card, or other details provided by the employee who completed the payment
	Payment Method	The method by which the money was paid, e.g. ACH, cash, check, card, wallet, etc.
	Payment Payer Type	Whether something was paid by insurance or by a patient
	Payment State	Settled, void, denied, etc.
	Payment Type	Charge or Refund
	Performing Provider	The provider who actually performed the procedure, added the standalone adjustment, or in some cases, the practice
	Pre Auth Status	Sent, Denied, Approved, etc.
	Procedure Category	Preventive, Diagnostic, Restorative, etc.
	Procedure Full Name	A longer description of the procedure compared to the simple name, such as simple name '2BW', full name 'Bitewings - two radiographic images'
	Procedure Planned Date	The date the procedure was added to the patient's chart
	Procedure Priority	The priority assigned on the patient's chart to the given procedure
	Procedure Simple Name	A shortened description of the procedure such as 2BW, PerEx, LimEx, etc.
	Procedure Status	Done, Existing Current, Existing Other, Planned, Referred, Rejected, or Scheduled
	Provider	Either a dentist or a hygienist
	Provider Type	Dentist, hygienist, front office or back office
R	Referral Details	A more detailed description of the inbound referral source, provided by the patient
S	Scheduled Gross Production	Total amount of all UCR rates for all scheduled procedures in a selected timeframe
	Scheduled Net Production	Total amount of all negotiated rates for all scheduled procedures in a selected timeframe
T	Total Collections	Total amount of all insurance and patient payments collected (including refunds) within a selected timeframe
	Total Insurance Collections	Total amount of all insurance payments collected within a selected timeframe
	Total Patient Collections	Total amount of all patient payments collected within a selected timeframe
	Treated Patients	The unique count of patients who had a completed appointment in a selected timeframe
W	Wallet Balance	The amount the patient has paid to the practice that has not yet been used to pay for a specific service or standalone charge

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