Search these help files
...
NOTES:
- An Export option is provided. This will give access to the patient's address, so you can use the report to produce a mail merge if you wish.
- The Last Assessment column shows both the assessed band and the score that generated it.
- The Current Band column shows the current band from the patient file, and is highlighted if it differs from the last assessed band.
- Run both the Capitation Scheme Profile Report, and the Capitation vs Private Report, for an overview of how your Denplan scheme is running.
Integration Report
The Denplan Integration Report calculates the potential financial gain in converting current patients to Denplan.
- Select Administration > Reports and under the Reports tab double-click the Denplan Integration Report to load the report window:
(Note the options to Print, Preview, Email or Export to .CSV)
- Sort patients by
By default, the report will display patients sorted in order of Last Name. To sort the report by another criteria, click the dropdown button and select another sort method from the menu:
- Specify whether to include or exclude inactive patients by checking or un-checking the Include Inactive checkbox.
- Select Patients
Use the Select Patients field to select, edit or create a new query to define the patients, making it possible to print Statements for selected groups of patients as defined in the query:
See also these resources for related Queries information:
Video series for Contact Lists and Queries 
(multiple videos) - Specify further report criteria as follows:
...
NOTES:
The figures used to calculate patient Denplan scores are based on historical treatment alone; this does not include gingival condition, periodontal status or plaque control. As a result, these figures do contain a certain amount of inaccuracy and should therefore be used only as a guideline.
The band information displayed on this report is based on the Denplan banding system but Denplan should be contacted directly if a full risk assessment is required.
If when you run the report, EXACT finds services which do not have a Denplan category set, it will display the Denplan Setup window to enable you to assign them.
...
Earnings Summary Report (NHS)
This report is designed to show how payments received by the practice are divided into NHS, Private, Stock item and Deposit payments.
- Select Administration > Reports.
- In the Reports desktop, double-click the Earnings Summary report to open the Print Earnings Summary window:
- Specify a Query Template in the Select Patients field, either by scrolling up/down or by means of the View Query Templates window:
(from here you can also edit Query Templates or create new ones by means of the +1 button).
- Specify Provider/s as follows:
- To print an Earnings Summary report for the entire practice, leave the Provider(s) field empty
- Select an individual provider by means of the scroll buttons
. - Specify a combination of Providers by means of the Multiple button
.
- Define the date range for the report by means of the From and To date fields.
- Show Details?
- Tick (select) this checkbox to provide details for the receipts and invoices that make up the report.
- Leave this checkbox unchecked to show only a summary of the payments and the payment methods, dividing them into types of payments.
- Click Print to send the report to the printer, Preview to preview on screen and then print from the Preview screen, Email to email a copy of the report to an email recipient, Export to create a file readable in Excel, or Cancel to return to the previous screen.
The example below shows an Earnings Summary report for the entire practice and all Providers, in summary format (with Show Detail not selected):
...
- Select Administration > Reports and select the NHS Friends and Family Test Report:
- From the parameters dialogue select parameters as follows:
Overview: From this screen you can choose parameters for Provider/s (if multiple, whether to combine them in a report or report each separately), patient demographics (gender, age and ethnicity), and whether to include the respondents' text comments in the report.
Report parameters:
Provider/s
Reports by Provider may be of significant interest to patients.
Use the selectors to select a Provider, or click the Multiple button to select multiple Providers:
(With multiple Providers you have the option of reporting them together or separately)
Date range to cover
The default range is the previous complete month. Minimum range is 1 month to prevent anonymity being breached.
Breakdown by
(demographic filter)
If you choose a demographic breakdown the grand total will be broken down by either
Male/Female
Age (at time of test) 0-17, 18-29, 30-39, 40-49, 50-59, 60+
Ethnicity (one row for each)
Option to include text comments
If text comments are included, they will be printed in a list under the numbers on the report.
To preserve anonymity they cannot be identified by date or demographic data.
A tick is shown next to each entry where the patient has selected NOT to allow their comment to be made public.
- Print, Preview or Email the report. If Emailed you can preview it from the EXACT Email Outbox.
Income Cycle Reconciliation Report
...
Debtors List (Opening Patient balance report Option) | Shows patients who owe money prior to the report dates, splitting the total balance into 4 columns showing the overdue balance according to the number of days it remains unpaid. This report can also be printed directly from the ‘Reports’ list. |
Opening NHS Dental Services Balance Report (Opening DPD balance report Option) | Shows amounts not yet paid by the DPD prior to the report dates. This report can also be printed from the ‘Administration’ menu, under ‘NHS’, ‘List Courses of Treatment’, by pressing the |
Write-offs From Previous Period (Written off invoices report option) | Shows amounts written off, and a total of all write offs prior to the reporting dates. This report can also be printed from the ‘Transactions’ menu, under ‘List Items’, ‘List Write-offs’, by pressing the |
New Invoiceable Work (New Invoiceable work report option) | Shows amounts invoiced to Patients for the report date range, split into columns for Private, NHS & NHS Dental Services, with a grand total for each column. |
Adjustments To Invoiced Work for Previous Period (Adjustments to invoiced work option) | Shows adjustment amounts made to invoices prior to the report date range, split into columns for Private, NHS & NHS Dental Services, with a grand total for each column. |
Money Received from Patients (Money received from Patients report option) | Shows dated receipts from Patients within the report date range, split into columns showing the Provider, Payment Method and Amount, together with grand totals for each payment method and an overall total. |
Adjustments to Receipts from Previous Period (Adjustments to receipts report option) | Shows adjustment amounts made to receipts prior to the report date range, split into columns to show the Provider, Payment Method and Amount, together with grand totals for each payment method and an overall total. |
Money Paid By DPD (Money from DPD report option) | This report shows money that has been received from the DPD. This report needs to be run after reconciling and processing a NHS schedule through EXACT. |
Lapse List
This report is used to print a list of patients whose NHS registration is due to lapse during a specified time period.
...
It reads all schedules with a date on or after the specified reporting date. For all schedule items in that schedule EXACT finds the most recent claim record for the associated COT and uses that to obtain the report data.
...
- Open the print dialogue by any of these means:
- Select Administration > Reports and then in the Reports screen select NHS Claimed Versus Paid Report:
- Select Administration > NHS > NHS Claimed Versus Paid Report:
- From the configured NHS shortcut in the workspace bar select Claimed Versus Paid Report:
The Print NHS Claimed Versus Paid Report dialogue opens:
Performer/s
Select or filter Provider/s.
Date From
The date from which schedules should be considered.
EXACT will read all schedules with a date on or after the specified reporting date.
For all schedule items in that schedule EXACT finds the most recent claim record for the associated COT and uses that to obtain the report data.
Show only differences
Check (tick) this box to indicate only claims with claimed/paid difference.
- Select Print, Preview, Email or Export to generate the report.
Example:
Detail example:
Export example:
...
- Produces the same historical data (or very close) as the official report for the statistics that it offers.
- Runs for the current period, so that a site can course correct if necessary.
- Runs per provider, so the site can zoom in on problems.
- Is able to run for the current quarter as well as the previous 5 quarters. The quarter boundaries are:
- 1st January - 31st March
- 1st April - 30th June
- 1st July - 30th September
- 1st October - 31st December
- Runs for the current quarter even if it is not complete. It does not run for future quarters.
- It can be scheduled and exported.
- EXACT stores the default threshold values as settings, so that they can be updated by the user as required if they change.
- Values that exceed the threshold are marked with the Warning "Over".
- Values within 10% of meeting the threshold are marked with the Warning "Near".
...
In response to a DAF trigger condition a configurable message (unique to to each KPI) displays as a warning. The user who triggered the alert is able to add supporting notes/evidence as to why the action is occurring. The DAF breach action is logged in the database along with the user's supporting notes.
NHS Practices using EXACT can optionally configure EXACT to
- Report on their DAF KPIs in order to be responsive to their continuous performance.
- Collate evidence of practice performance against KPIs
- Alert Providers to any possible actions that could contribute to these KPIs.
...
Trigger conditions for the alerts are based on NHS requirement specifications and are approved by the NHS.
NHS Practices using EXACT can optionally configure EXACT to
- Report on their DAF KPIs in order to be responsive to their continuous performance.
The NHS DAF Report is also available through MyPractice Cloud (MPC).
- Collate evidence of practice performance against KPIs
- KPI-related actions are logged and auditable
- Associated notes are shown on the NHS DAF Alert Report
- Alert Providers to any possible actions that could contribute to these KPIs.
- Default messages advise that the current Provider activity is being NHS DAF KPI monitored.
- Messages instruct the Provider to input supporting notes or evidence.
- DAF Alerts are configured in the NHS Alert Manager.
...
The UDA/UOA Report shows progress on all NHS contracts held by the practice, grouped by contract or by provider, with or without detail.
Upgraded in EXACT v11.9:
For upgrade details see:
...