Using the Financial Module

Estimated read time: 3 mins

Better understand the financial performance of your practice with the Financials Module.

The Financials Module makes it easy to understand the strengths and opportunity areas for any practice location. It was designed to meet the needs of anyone managing the financial side of a DSO.

Gain valuable insights into:

  • The relationship between Production, Patient Visits and Production per Patient for any timeframe
  • Trends in Production, Collections, Adjustments and Patient Visits compared to Prior Year, Goal of Company Average
  • Metrics per Practice, Provider or even per Procedure
  • The makeup of Adjustment and Procedure Types for any date range
  • Compare all your locations, and see how they rank in the Top and Bottom 20%
  • Trend graphs for Production, Adjustments, Collections, Patient Visits and New Patients compared on a Daily, Weekly or Monthly basis

How to Use the Financial Module

One great way to use the financial module is to see how much of your office production came from Hygiene vs. Doctor’s last month.

  1. Navigate to the Financials module.
  2. Choose the date range from the date picker.
  3. From the line of business, pick what you are looking for, or select them all. 
  4. Refresh your screen and obtain production, collection, patient visits and more!
  5. Use the Financials>Score Cards to get an idea of the types of Procedures you are providing, the Service Codes being used most, as well as the payment methods most often used for Collections.