A New Type of Reporting

  • We have simplified the way you would execute a report – all KPIs are now “reports”, they are on the home screen and all the data and various breakdowns will load in the background.
  • You can still breakdown the report into days, weeks, months, quarters or years!
  • There is also now a back button to easily go back to the previous page!
The New Report Page
The new Start Page

KPIs

  • Broken Appointments: algorithm has been revamped to be more accurate. It will now include whether a next appointment was made or not, it will track the audit trail to track these and also track if there was a charge put in for it.
  • Production Category: there have been huge accuracy enhancements here. All the KPIs will now factor in future estimates as well if future dates are selected.

Other Enhancements

  • The zoom settings will now stick and be saved.
  • Patient’s Finder Billing Type will now show the friendly name instead of the definition number.
  • You will be prompted to download and install a system registry modification to allow Practice Visuals to open a selected patient directly in OpenDental.
  • If an update is available, you will now be asked at the start screen.

Bug Fixes

  • Certain automations were defaulting to 12AM (midnight) – this has been fixed but you will have to remove and setup the automation again.
  • End of Day report’s Patients Not Reappointed list was showing all patients instead of just those that were not reappointed.

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