JellyFish RAS. Reports Analysis Strategy. Created by: Neal Golding

Transcription

1 JellyFish RAS Reports Analysis Strategy Created by: Neal Golding 1801 South Flagler Dr, Suite 1607 West Palm Beach FL

2 I was hired at Corner Dental in August 2007 as Vice President of Marketing, IT, and the Call Center. I was totally new to dentistry other than the usual; I had a family dentist. Corner Dental was an emerging group practice. I was the former president of our family retail autoglass replacement business for 18 years. Was I in culture shock? Well I had not had a boss for a very long time, but other than that; the business parallels between the two industries were very close. Back in my dad s day of running the autoglass business, he was able to monitor his business performance by the check book balance. Back then, competition was less ferocious, customers and employees were more loyal and he was a tenaciously hard worker. Similar to dentistry, collections rule the day. Yet the world and our businesses are exponentially more complex today. Patients have infinitely more choices for their dental care and in good economic times, employees have certain leverage with employers. I often joke about being a kid at heart with adult size responsibilities and skills. You guess the year..my business career was born at the former Arthur Andersen public accounting firm. My first business computer had 2 floppy disc drives. Wow was that misery! In 1984, I was an entry level accountant responsible for schlepping all the computer equipment from audit client to audit client. It was clear computers were here to stay, it was just a question of will I be a servant to the computer or will it serve me? Fortunately, the latter prevailed. I love computers. They serve me like I m the King of England. Well, once I let them. Up to this point, one might think Jellyfish RAS is all about computers. That would be similar to saying math is all about calculators. Both ideas are farthest from the truth. As I explore and experience the dental industry, I realize that managing in this business has the same challenges as any other. Owners wants to grow and make a profit, employees always want more money, and patients want the best treatment experience at the lowest possible cost. Are solutions to these challenges plentiful? Advertisements in the industry trade journals would lead one to believe that solutions are not only plentiful, but EASY too. I m sure each offered service or solution has worked and can be proven to work well. However, will those solutions work well for you? How would you know? Visit any thousands of dentists web sites and most every site proudly shows their Smile Gallery ; the classic before and after photos of patients teeth. In our businesses, do we take before and after snapshots of performance? Do we have a process to even do so? Our practice is really a dynamic object, much like a Jellyfish, never stopping in motion. Therefore, to really understand the business requires capturing views more like a streaming video than an isolated snapshot in time. Assuming we can capture views of the business in motion, how then do we impact its outcomes? What forces are impacting the business now that we want to increase or eliminate? What staff and patient behaviors will add growth and prosperity to the business or are creating erosion to the business? I wholeheartedly endorse many of the trade journal offers as long as you can compute your own ROI versus relying on the service provider. Obviously, their bias calculations never fail. 2

3 If someone wanted to climb Mt Everest, they have to confront the following facts: 4,000 climbers attempted the summit; 660 or 16.5% reached the summit; 142 or 3.5 % died trying. I m not suggesting growing a dental practice is like climbing Mt Everest, I am suggesting each climber, prior to beginning their journey, had available facts from which to make their decision to ascend. Even with the statistical fact that only 3.5% of the climbers die, Sherpas are used to increase the percentage of reaching the summit and returning alive. In the scuba diving world, PADI dive masters escort and guide trained and certified divers to ensure their journey is safe and rewarding. It just so clear to me that in clinical dentistry, we have a plethora of diagnostic tools to assure the diagnosis and subsequent treatment is based on factual and documented evidence. Rarely if ever, would a dentist perform a procedure without consulting the available data and using the diagnostic tools. Are business decisions made with same strict discipline? They can be. Neal Golding is your data master. My formal certifications include: Ohio CPA; Dad of two; Champion squash player; Frequent blood donor; Microsoft Excel expert; Strategist; Graduate of The Ohio State University; Lifetime student of ZingTrain and Molloy; Mega miler bicyclist; Published author of 30 articles on management; SQL query specialist; All around nice guy. I will show you how to command data and have it serve rather than serving it. I work with clients to acquire and interpret data leading to new strategic creation and implementation. Facades come in nice shiny boxes. However, real data is often mangy and unruly. With clients, I build systems to collect and corral data that is subsequently used to substantiate new strategies and solutions. Jellyfish RAS streams. That is to say, implementation of Jellyfish RAS is an ongoing and evolving process. Business continuously changes and so must Jellyfish RAS. No data mountain is too tall for Jellyfish RAS. In fact, the most daunting data challenge usually leads to the most spectacular outcomes. 3

4 What is Jellyfish RAS? Jellyfish RAS is a custom library of real-time reports designed for daily use by group dental practice executives, senior management, and clinical staff. About Jellyfish The Jellyfish is one of the longest living species on earth. Each type of Jellyfish is unique, beautiful, and lethal. Often Jellyfish live short lives yet the species last seemingly forever. Jellyfish have far reaching tentacles used to collect information about their surroundings and food for their subsistence. Business data is much like the Jellyfishes food in the sea. It is infinitely everywhere, yet hard to collect and process for the nourishment and sustainability of the business. Just as Jellyfish collect the appropriate amount of food at the necessary time, so too does Jellyfish RAS. I have spent the last 25 years honing my skills in the area of data collection and conversion to management action. Join me on a journey to study your business using new insights and views never seen before. Business leaders have an amazing capacity to memorize hundreds of facts regarding their entity. Yet, when real substantiated data is presented in compact and impactful ways, new ideas, new actions, and new outcomes result. How does it work with Dentrix Enterprise? Group Dental Practices using Dentrix Enterprise have an underlying SQL database. This database contains 100% of the business and clinical transactions. Jellyfish RAS reaches beyond the Dentrix Enterprise canned reports and deep into the available data. These reaches are technically known as SQL queries. Queries allow the collection of data in extremely creative combinations. The SQL queries live in user friendly Excel files. The Excel file launches an SQL query to the Dentrix Enterprise database and retrieves raw data. Excel Pivot Tables are built from the raw data. Pivot Tables automatically create extreme summarization from large quantities of raw data. This extreme summarization makes the reports very user friendly, flexible and understandable. 4

5 Table of Contents I was hired... 2 What is Jellyfish RAS?... 4 About Jellyfish... 4 How does it work with Dentrix Enterprise? APPTBOOK FUTURE VALUE APPTBOOK FUTURE MEDICAID APPTS COMPLETED BY STAFF WKLY APPTS BROKEN ANALYSIS APPTS BROKEN ANALYSIS-ADJUSTMENTS APPTS BROKEN & DELETED TREND APPTS CONFIRM STATUS APPTS CONFIRM STATUS TELEVOX APPTS INS VERIFICATION STATUS PATIENTS PAST DUE PROPHY-WITHOUT FUTURE APPT PATIENTS PAST DUE PROPHY-WITH FUTURE APPT PATIENTS NOT RE-APPOINTED AFTER HYGIENE VISIT PATIENTS COLLECTOR FOR TODAY'S APPTS PATIENTS LISTING FOR POSTCARD APPT REMINDERS PATIENT COUNTS BY UNIQUE VISITS BY CLINIC BY YEAR PATIENT COUNTS BY UNIQUE PATIENT BY CLINIC BY YEAR PATIENT COUNTS NEW PATIENT COUNTS - NEW RETENTION MODEL MASTER FEE SCHEDULE COMPARATIVE CANNED CLINICAL NOTES ATTACHED TO PROC CODES LIFETIME ACTIVITY LIFETIME ACTIVITY WITH FUTURE APPT PROD BY YEAR COMPARISON-LITE

6 4020 PROD BY YEAR COMPARISON-HEAVY PROD NET BY WEEK-LITE PROD BY DAY FOR CURRENT MONTH PROD BY CARRIER 3 YR COMPARATIVE PROD BY FEE SCHEDULE WITH CARRIER DETAIL PROD PERIO ANALYSIS NO MEDICAID PROD SPECIAL PRODUCTS PROD IMPLANT ANALYSIS OPEN TREATMENT PLANS DETAIL OPEN TREATMENT PLANS DETAIL OFFICE JOURNAL CALL NOTES AR AGING AR AGING WITH SUSPENDED CREDIT ANALYSIS AR AGING WITH FUTURE APPTS COLLECTION BY DATE OF SERVICE LITE COLLECTION DAILY DEPOSIT SHEET HEAVY COLLECTION BY PROVIDER WITH PROC CODE DETAIL COLLECTION ADJUSTMENTS ANALYSIS AND TREND COLLECTION 'DENTAL BANC' WITH PRODUCTION DETAIL ADMIN PRE-AUTH ANALYSIS ADMIN PROCEDURES NOT ATTACHED ADMIN ASSIGNMENT OF BENEFITS QUICKLETTER RECORD TRANSFER REQUEST QUICKLETTER REFUND REQUEST QUICKLETTER ECONFIRM QUICKLETTER SMILE FROWN CHART POP-UP NOTES ANALYSIS STRATEGIC MANAGEMENT ITEMS

7 APPOINTMENTS Jellyfish RAS 1000 APPTBOOK FUTURE VALUE This report shows the future of scheduled appointments. Views can be by clinic, provider, date, or carrier. This report will also show appointments scheduled too far into the future in error. These error appointments can easily be detected and corrected. Generally, error appointments are user input mistakes that go undetected and are often duplicates of existing appointments. When viewed on the first day of the month, this report can be a predictor of total production for the month. This report shows appt counts as well as appt values. Occasionally, columns containing appointments are removed from view in the Dentrix apptbook. If this occurs, this report will still show all scheduled appointments regardless if Dentrix has an apptbook view. Occasionally, clinics will have closed days. This report will show any lingering unresolved appointments in closed clinic days. This report also displays past days open appointments. This means that appointments sitting in past days have not been set to complete or broken, or deleted, or rescheduled. In fact, often times, the production has been completed and the appointment was never set to complete APPTBOOK FUTURE MEDICAID This report shows future Medicaid appointments by how many days out. If the practice has restrictions on how far out to schedule Medicaid appointments, this report will show compliance with the days out policy. Also, this report shows scheduled appointments sorted by broken appt history. This report format can be used for any payer type and scheduling compliance policy APPTS COMPLETED BY STAFF WKLY This report shows completed appointments by who created the appt. No report of this nature exists in Dentrix Enterprise, yet the data does exist. This is not a report of completed appointments by clinical provider. It is a view of completed appointments created by office staff, treatment coordinators, front desk, etc. Clinical providers will show up on this report as they often are appt creators. This report is ideal for measuring appointment creation and completion productivity of non clinical staff APPTS BROKEN ANALYSIS This report shows unresolved broken appointments by clinic, by payer type, and by appointment value. Dentrix Enterprise has a listing of broken appointments function in the appointment book. This listing max s out at 3,500 broken appointments. Accumulations of unresolved broken appointments can wreak havoc in the operating efficiency of the appointment book. In addition, broken appointments represent 7

8 future revenue opportunities that have been temporarily missed. Practice policy can state the allowable # of unresolved broken appointments. This report will display compliance with the practice policy APPTS BROKEN ANALYSIS-ADJUSTMENTS Practice policy is to charge patients $25 for a broken appointment fee. This fee is input as an adjustment to patient s ledger. If the practice creates a non-ada procedure code to charge the fee, the DateLastVisit field in the patients master record is incorrectly updated by the entry of the procedure code. Using procedure code has the effect of showing the patient did have a visit when in fact the patient broke the appointment. The practice uses the broken appointment adjustment function to input the $25 fee and not alter the DateLastVisit field in the patient record. This report displays total amount of broken fees charged by date by payer type and staff compliance with policy APPTS BROKEN & DELETED TREND This report shows historical trend of broken appointments by clinic, by payer, by staff by provider, by date. This report shows if the practice s strategy to minimize broken appointments is working. This report requires the practice to clearly define Broken Appointment. This report also indicates if staff is applying the broken appointment policy consistently practice wide. This report shows the total value of lost appointments. And since several methods of confirming appointments are utilized, this report shows the last status of the appointment before it was broken. Data for this report is retrieved from the audit section of the database APPTS CONFIRM STATUS This report shows the confirm status of tomorrow s appointments. It indicates which appointments are not confirmed and at risk. It also shows which confirmation source performs the best. And it indicates which confirming sources need improvement APPTS CONFIRM STATUS TELEVOX This report shows the actual and trended results from the Nightly Televox automated calling. This report is by patient name listing allowing quick status update of appointments in the appointment book APPTS INS VERIFICATION STATUS This report shows the Insurance Verification status of tomorrow s appointments. It indicates which appointments have been verified with insurance. It also checks 2ndary insurance when applicable. It displays by clinic, by carrier, by patient. It uses conditional formatting making it easy to spot which appointments are not insurance verified. This report is a daily use checklist. 8

9 PATIENTS Jellyfish RAS 1080 PATIENTS PAST DUE PROPHY-WITHOUT FUTURE APPT This report shows is all patients with past due prophy in their continuing care. This report sorts by payer type and patient status type. This report is prepared for all clinics. The Dentrix Enterprise function on this topic allows only 1 clinic at a time. Preparing the data for all clinics is very time efficient. This report shows the future of past due prophy enabling the clinic to act ahead of the past due- due date. This report is an indicator to the re-appointment success by the hygiene staff. This report also performs a conflict test showing patient records with both prophy and perio maintenance in the continuing care record. Certain clinic protocols state that perio and prophy cannot be present in the same continuing care record. Yet this does happen leading to misinforming patients about their next hygiene treatment. This report is built with full patient address data for easy mail merging PATIENTS PAST DUE PROPHY-WITH FUTURE APPT This report shows is all patients with past due prophy in their continuing care and a future hygiene appointment. This report can indicate errors in the patient s continuing care record. Or this report indicates patients with past due continuing care that have schedule a future hygiene appointment. That s a good thing PATIENTS NOT RE-APPOINTED AFTER HYGIENE VISIT A) This report shows the re-appointing ratio after completing a hygiene appointment. In theory, this ratio could be 100%, meaning every hygiene patient schedules their next appointment before leaving the office. In reality, a 90%+ ratio would be acceptable. This report shows the ratio by day, by clinic, by hygienist. This report is used as a target list. Staff can actively contact patients who did not re-appoint. Immediate contact with unscheduled patients can improve results and understanding compared to waiting until the patient is 6 months+1day out. B) This report also has a perio probing exam component. The report tests to determine if the hygiene patient is due for a perio probe exam according to the clinical protocol definition. For all hygiene patients that are due for the exam, this report will show if the exam was or was not completed. Completed perio probe exams can lead to periodontal diagnosis. This report shows results by day, by clinic, by hygienist. 9

10 1100 PATIENTS COLLECTOR FOR TODAY'S APPTS This report is the ultimate and phone# collector. It shows patients with appointments today and no address. It is easy to read and easy to run. Any addresses collected and input into Dentrix Enterprise will automatically update in this report PATIENTS LISTING FOR POSTCARD APPT REMINDERS This report is perfect for creating mail merge appointment reminders for all clinics. The Dentrix Enterprise function only allows mail merging for 1 clinic at a time. This report creates lots of time efficiency as well as better control and format of the postcard content PATIENT COUNTS BY UNIQUE VISITS BY CLINIC BY YEAR This report shows the quantity of completed appointments. It displays by clinic, by month, by clinical provider. This report also shows units consumed by provider in the appointment book. Specifically for hygienist, this report converts units into hours consumed using the pivot tables calculated field function. Hygienist consumed hours can then be compared to payroll paid hours for an absorption efficiency ratio PATIENT COUNTS BY UNIQUE PATIENT BY CLINIC BY YEAR This report shows the count and trend of unique patients. It is not a visit count PATIENT COUNTS NEW This report shows new patient count by Year, Month, Clinic, and payer type. This report clearly indicates trends in new patient creation. Marketing activities and the handling of new patient inquiries have big implications on the results of this report PATIENT COUNTS - NEW RETENTION MODEL A) There are many ways to calculate retention. This report looks at a 5 year historical timeframe. It compares each patients firstvisitdate to lastvisitdate. This report does not consider the nature of the visits. This report shows the ratio of patients who have been treated in the current year compared to those patients who have not been treated since their firstvisitdate into the practice. This report is sorted by clinic and payer type. This report is only one assumptive calculation of retention and it focuses on the migration of new patients. B) The other view of this report is a 12 month rolling composition. This view looks at total unique patients treated in a rolling 12 months and determines what percentage are new patients compared to existing patients. This report defines existing patients as being treated at least one time more than 366 days ago from today 10

11 FEE SCHEDULES Jellyfish RAS 3010 MASTER FEE SCHEDULE COMPARATIVE This report shows all active fee schedules in column comparative. The Dentrix Enterprise version of this report only allows a maximum of 3 fee schedule comparatives. This report displays missing fee amounts. It is sorted by Procedure Code Category and all procedure codes are listed with descriptions. Descriptions visible with procedure codes speeds up the learning and memorization of the fee schedule listing. This report is very useful when doing discount analysis from the General Fee Schedule. This report also displays the accuracy of the Procedure Code database CANNED CLINICAL NOTES ATTACHED TO PROC CODES This report shows all prefabricated clinical notes attached to procedure codes. The view of this report helps to assure clinical notes are accurate, consistent and attached to the correct procedure code. Clinical protocol determines if prefabricated clinical notes are permissible. This report assists in protocol compliance. 11

12 PRODUCTION Jellyfish RAS 4000 LIFETIME ACTIVITY This report creates a global 3 year view of completed production vs open treatment plan by patient. This report quickly displays the most productive patients and it shows which patients have the largest potential for future production. It is sorted by clinic, by clinical provider, by payer, and by patient. This report is a priceless view of patient activity and is used for targeting. Insurance carrier and insurance group can be added to this report. Then, the high benefit dental group plans can be identified and those patients contained in those groups can be selectively targeted LIFETIME ACTIVITY WITH FUTURE APPT 4010 PROD BY YEAR COMPARISON-LITE This report shows gross production and net adjustments. It is sorted by year, month, clinic, payer, provider, and procedure code. It does not have patient level detail; hence the lite version. It is an outstanding report nugget to watch and memorize actual production and trends PROD BY YEAR COMPARISON-HEAVY This report is offers details down to the patient and tooth number level. This data set is good for creative ad hoc queries. This report will be slow on most users computers and it is designed to answer very granular type questions PROD NET BY WEEK-LITE This report displays weekly net production by clinic with Year comparison. It is good for looking at same (store) clinics sales analysis. It is a limber and fast responding report PROD BY DAY FOR CURRENT MONTH This report shows daily production by clinic and by provider. It also shows future appointment book value for by clinic and provider for remainder part of the month. This is an extremely dynamic report giving managers the pulse of performance. It is very fast as it only contains the current month activity. This report allows easy comparative ranking of clinics, providers, and procedure codes. 12

13 4050 PROD BY CARRIER 3 YR COMPARATIVE This report shows carrier production on a 3 year comparison. In addition, an alpha sort of carriers in this report will indicate if duplicate carrier accounts have been created in error. If so, the duplicate carrier accounts can be merged to condense the listing PROD BY FEE SCHEDULE WITH CARRIER DETAIL Often the database get s filled with inactive fee schedules. This report will show which fee schedules are active. In addition, this report shows which carriers are attached to the fee schedules. Keeping an accurate match of carriers and fees schedules is vital for accurate billing to carriers and patients. Also, correct matching will minimize production and collection adjustments PROD PERIO ANALYSIS NO MEDICAID This report displays the production ratio of D4910 (perio maint) to D1110 (Prophy). This is a critical clinical ratio to monitor. It indicates both a high level of patient care and maximizing production opportunities. This report is displayed by Year, Month, Week, Clinic, and Hygienist. The results on this report are directly tied to the outcomes on Report # 1090B PROD SPECIAL PRODUCTS This report shows sales of non Procedure Code items such as Sonic tooth brushes and Water Pik. This report shows sales dollars and quantity by Year, Month, Clinic, and Staff. This report provides the data to run sales contest and incentive programs with staff. This report is not limited to non Procedure Code items. It can include any area of specialized interest such as Report# 4090 below PROD IMPLANT ANALYSIS This report focuses on a specialized area of clinical procedure codes; Implants. This report shows sales comparisons by year, month, and provider. It also shows open treatment plan values. This report contains patient level detail and can be used to target specific patient with open treatment plans. This report template can be used for any combination of procedure codes and categories. This report template has the flexibility for the query to consider patient demographics and insurance plans OPEN TREATMENT PLANS DETAIL This is the MAC DADDY report. This is the one everybody asks for. This report shows diagnosed treatment plans created today and any subsequent appointment related to the treatment plan. Future prophy appointments, shown on this report, are not considered a successful outcome from a patient visit with diagnosed dentist treatment. This report shows the conversion rate. The presentation style on this report is most informative and focused for staff responsible for scheduling open treatment. This 13

14 report shows total value of treatment plans created by date and the total value of appointments scheduled from the treatment plan today. Note: if a patient is diagnosed AND treated on the same day, those treatment plan and production amounts are omitted from this report. It only shows open treatment plan amounts and future appointments related to the open treatment OPEN TREATMENT PLANS DETAIL OFFICE JOURNAL CALL NOTES This report shows the quantity of follow-up phones calls logged in the office journal. It displays staff person who called and the corresponding note. 14

15 COLLECTIONS Jellyfish RAS 5000 AR AGING A) This report shows detail of A/R aging including the effect of suspended credits and the estimated Insurance portion of A/R. This report is summarized by Guarantor, by clinic, by bill type, by carrier. It also shows the last payment date and amount from both patient and carrier. This report shows both the quantity and value of open suspended credits. This report sorts easy allowing staff to focus on high risk and high balance guarantor accounts. B) This report also shows the details of open Payment Agreements. With patient level detail in a lastname,firstname format, staff can easily copy and paste patient name into Enterprise when opening patient records. The copy and paste function is a big time saver and a friendly user function. C) This report performs BillType assigned to Carrier testing. For Example, a patient record could be linked to Delta Dental, however, the BillType could be Medicaid. Dentrix Enterprise does not automatically synch BillType and Carrier, therefore this report test the validity of the BillType Attached to Carrier AR AGING WITH SUSPENDED CREDIT ANALYSIS 5010 AR AGING WITH FUTURE APPTS This report shows the Guarantor A/R aging with future appointments. The future appointments are listed at the patient level. Therefore, if multiple people of the same family are coming in on the same day, this report will list the Guarantor A/R aging in duplicate. Even though the A/R balances may show up in duplicate on this report, it is still an excellent indicator of which patients need conversations to resolve past due A/R balances COLLECTION BY DATE OF SERVICE LITE This report is a global view of the amount and speed of collections. It shows the amounts collected, the year they were collected, and the year of service they relate to. This report has month and clinic display flexibility COLLECTION DAILY DEPOSIT SHEET HEAVY This report shows collections by monthly by clinic. It also shows monthly production so the collections to production ratio can be computed. This report also shows collections summarized by the staff person 15

16 who posted the payment. This view is helpful to see which staff is engaged in posting payments and to what extent they post payments. The final view of this report is the DaySheet deposit. This view is by date, by clinic, and by payment type. It is an excellent tool for deposit oversight. This is a heavy report with supporting transaction detail. Depending on user needs, it can be thinned which will speed up processing COLLECTION BY PROVIDER WITH PROC CODE DETAIL This report shows collections by Provider by year by month. It can be sorted by Provider type and Procedure code. This report can show patient level detail and the unpaid portion of Procedure Code charges. Although the description about this report is short, the usefulness of this report is large COLLECTION ADJUSTMENTS ANALYSIS AND TREND This report shows adjustments by type and by month. It includes both production and collection adjustments. This report has carrier, clinic and staff level detail. In Dentrix Enterprise, adjustments are a difficult area to manage. This report presents views both by quantity and value of adjustments. When reviewing adjustments in context with previous month s activity, trends and errors are easy to detect and understand. This type of analysis report is primarily used to understand the nature and frequency of adjustments which can lead to process improvement minimizing their occurrence COLLECTION 'DENTAL BANC' WITH PRODUCTION DETAIL This report shows patients using the Dental Banc financing vehicle. It displays production under this financing offer and the related collections through payment agreements with Dental Banc. This report is used to see what effect patient financing may have on treatment acceptance, future production, and the quality of subsequent collections. Dental Banc is just one type of patient financing. This report template can be used to analyze any type of patient financing vehicle. 16

17 CLAIMS ADMIN Jellyfish RAS 5070 ADMIN PRE-AUTH ANALYSIS This report shows the status of sent Pre-Authorizations. Some carriers require pre-auths on certain procedure codes. This report shows which pre-auths have been received and which are still outstanding. In either case, close monitoring of pre-auths lead to treatment likely to be scheduled and completed ADMIN PROCEDURES NOT ATTACHED This report shows procedures that have been inadvertently left off sent claims. Items on the report indicate completed work that is at risk for slow or no payment. This is a monitor and repair type of report. This report has claim and patient level detail making it easy to resolve open items ADMIN ASSIGNMENT OF BENEFITS 17

18 COMMUNICATIONS Jellyfish RAS 6000 QUICKLETTER RECORD TRANSFER REQUEST This report shows the Quickletter activity. Specifically, a quickletter named Request for Record Transfer is run when a patient requests their records be sent elsewhere. By have this form in quickletters, we can measure the frequency of the occurrence. Also, this report shows the frequency by clinic, by month, by staff person launching the quickletter QUICKLETTER REFUND REQUEST 6002 QUICKLETTER ECONFIRM 6003 QUICKLETTER SMILE FROWN CHART 6010 POP-UP NOTES ANALYSIS This report displays active pop-up notes. Pop-up notes are one of the more tedious areas to manage in Dentrix Enterprise. This report provides frequency, quantity, and end dates so users can maintain popup notes with validity and delete when possible. 18

19 STRATEGY Jellyfish RAS 9999 STRATEGIC MANAGEMENT ITEMS TBD 19