Interface has been completely revamped to allow us to better present reports and applications to the user.
The interface is now like a wizard that will walk you through all the relevant parameters to get to the report you want.
This will also allow us to develop Practice Visuals faster and easier.
Dashboards
Will now show provider breakdowns for KPIs that support it.
Also will show you graphically what the provider filter is for the KPI.
It is also now much easier to change filters and edit a dashboard.
End of Day
Will now show you provider breakdown for certain insights.
Patients are now clickable in this report which will open up the patient report.
Automations / Schedule Reports
You can now virtually and easily automate (schedule) any of our reports and KPIs with modifiable actions.
You can run automations at anytime from within Practice Visuals or click on them and see the report with the specified filters already applied.
User Queries
You can run custom queries by adding them to OpenDental.
These queries can be automated, sorted, filtered, printed, shared and much more!
You won’t ever need to manually change the date on your custom queries because Practice Visuals will recognize the need for a custom date parameter and present you with options.
User Permissions
Practice Visuals will now allow all your OpenDental users access it if you want them to!
All permissions follow the reports and other relevant permissions set in OpenDental.
When a provider logs in to Practice Visuals, they are only able to see their own reports and KPIs and not anybody else’s except in Dashboards.
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