Laura M

The date the procedure was added to the patient's chart.

The priority assigned on the patient's chart to the given procedure.

A shortened description of the procedure such as 2BW, PerEx, LimEx, etc.

Completed, Existing Current, Existing Other, Planned, Referred, Rejected, or Scheduled.

Either a dentist or a hygienist.

Dentist, hygienist, front office or back office.

A more detailed description of the inbound referral source, provided by the patient.

Total Collections Total amount of all insurance and patient payments (including refunds) marked as having a payment date within a selected timeframe. Patient Collections Total amount of all patient...

The unique count of patients who had a completed appointment in a selected time period.

The amount the patient has paid to the practice that has not yet been used to pay for a specific service or standalone charge.