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Overview
Purpose
MyPractice Cloud is an integrated third-party cloud reporting platform that allows you to analyse and track the performance of your practice from any mobile device, tablet or PC that has access to the Internet.
MultiPractice Cloud provides the equivalent for a corporate group of practices, but includes group-level functions and comparison of practice statistics.
EXACT provides a link to the MPC website and then integrates your data with the website's reporting system so that MPC reports are valid for your practice.
EXACT Defaults:
The MPC button is visible by default in your EXACT workspace toolbar, but can optionally be hidden.
The MPC Lite version is enabled by default, providing an overview without the capability to drill down into reports.
You can optionally sign up at the MPC website for the full service.
Features
- Access MyPractice Cloud from a button on the EXACT main desktop. The button is visible by default but can optionally be hidden.
- Responsive layout enables viewing on multiple media.
- Allow designated employees to have access to your practice reports.
- View practice calendars and share documents.
- Standard EXACT reports and also MyPractice Cloud reports.
- Reports have graphical data representations.
- Export or print reports.
- For practices with multiple locations, MyPractice Cloud also gives you the ability to access individual or collective reports and to compare them alongside one another, giving you easy access to everything you need for your daily planning.
- The MyPractice Cloud dashboard updates in real time and gives you a snapshot of your practice data. From here you can drill down into each report to analyse vital statistics.
Sample screens:
Benefits
- A powerful business tool - keep your finger on the pulse of your practice or your group of practices.
- Convenience - Monitor your practice metrics and performance from any connected device 24/7.
- View a single screen snapshot or drill down - MyPractice Cloud Dashboard provides a quick snapshot of your performance, but from here you can drill down into onscreen reports or export reports to see critical statistics such as income, product sales, failure to attends, and waiting times.
- Caters to single practices or groups of practices - Mypractice Cloud for single practices and Multipractice Cloud for groups.
- Multipractice monitoring - If your business has multiple practices, access individual or collective reports through Multipractice Cloud and compare practice performance.
- Compare your practice with others - Benchmark your practice performance against industry averages so that you can see how you are doing compared to others.
- Integrated with EXACT - Seamlessly access MyPractice Cloud analytics without dialling in to a separate application.
Requirements
- EXACT version 11.8 or later.
- The Lite version is default and provides only Overview KPI Summary report information (you cannot drill down into the reports). Please contact your Software of Excellence account manager or the Support Desk for further information on the full version.
You can also find more information on the MyPractice Cloud website
, where you have the option of signing up for the full MPC service.
Using
Financial Reports
Income Report
This report shows, for all selected practices, the total of all invoices raised within the reporting period, together with any invoice adjustments made within the reporting period. These invoice total amounts are displayed in groups by practice.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Income by Provider
This report is similar to the ‘Income Report’, and shows the total amount from all patient invoices raised in the reporting period, together with invoice adjustments raised in the period.
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Clicking on any of the amount values in this report will bring up the Patient Transaction Detail report in a new browser tab, for the specific transaction category, provider and payor from which the value was chosen.
Patient Transaction Detail
This report is not available from the MPC ‘Financial’ menu as a separate report, but only accessible via drilldown from either the Income By Provider or Patient Charges Control reports.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Invoiced Work by Owning Dentist
This report is similar in layout and content to the EXACT ‘Invoiced Work by Owning Dentist’ report.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Invoice & Payment Report
This report shows detail of invoices raised in the reporting period. Only invoices with nonzero amounts are currently included.
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Date range | Defines the reporting period. |
Practices | allows selection of all or specific practices within the practice group. |
Dentist | allow selection of all or specific dentists (providers). |
Receipts Analysis
Similar to the EXACT ‘Receipt Analysis’ report, this shows the allocated amount totals of all receipts and receipt adjustments for the selected set of practices and reporting period.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Receipts Analysis Detail
This report can be run either by selecting it from the MPC Financial menu, or by clicking to drilldown to it from a particular ‘Total Receipts’ value from the Receipts Analysis report.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Associates Report
The Associates report shows, for a given reporting period, the total of the allocated portion of all patient invoices relevant for the period, together with the total of invoice adjustments occurring in the period. Currently, only invoice adjustment types of ‘Bad Debt’ and ‘Resubmitted’ are included in the report.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Associates Report Detail
This report shows the detail behind the allocated amounts shown as totals on the Associates Report. It can either be run by drilling down from the Associates Report, or by running directly from the MPC financial menu.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Debtors List
Similar to the Debtor’s List report in EXACT, this report shows patients with outstanding debit or credit balances as of a particular date in time.
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As Of Date | The start date in the date range selector is used as the report ‘as of’ date. |
Practices | allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Show balance type(s) | Selecting Debit will only show patients with debit balances for the as of date, i.e. who owe money to the practice. Selecting Credit will only show patients who have prepaid, i.e. who have credit balances for the as of date. Selecting All will show patients with either Debit or Credit balances for the as of date. |
Refunds and Adjustments
This report shows invoice and receipt adjustment transactions occurring within the report period, for the selected practices.
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Date range | Defines the reporting period. |
Practices | allows selection of all or specific practices within the practice group. |
Dentist | allow selection of all or specific dentists (providers). |
Refund Types | all adjustment types, or specific adjustment types (e.g. invoice correction). |
Patient Charges Control
The Patient Charges Control report is designed to show, for the specified report period, how the start period total patient balance transitions to the end period total patient balance, taking account of all patient invoices, invoice adjustments, receipts and receipt adjustments occurring during the period.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Product Sales Report
This report shows details of stock/sundry invoice line items that occur within the reporting period, grouped by practice.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Performance Reports
Appointment Diary
This report shows a graphical view of the appointment diary whitespace, for each day in the reporting period.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Appointments Analysis
This report shows data similar to EXACT’s Appointment Analysis report, summarising the data for the appointment diary for a given date range with a focus on booked/unbooked time, and number of appointments (patients seen).
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Daily/Weekly/Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Appointments by Payor Type
This report shows the number of appointments and hours worked for a given date range, with an option to filter the results to only show appointments for patients with specific payor types.
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Daily / Weekly / Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period. |
Payor Type | All payor types, or NHS (UK) or Private can be selected. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Forward Cover
This report is intended to be run for a future date range, and will show the number of hours available and percentage of booked time for dates in the future period.
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Daily / Weekly / Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Forward Cover Detail
This report is also intended to be run for a future time period, and gives a summary of the number of hours booked for different timeslots during the working day.
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Daily / Weekly / Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Fail To Attend
This report shows the total number of appointments that were classed as ‘Failed To Attend’ (FTA) within the reporting period. An FTA appointment is defined as one that is still in the ‘booked’ state, for a date which is in the past – the patient never arrived for the appointment (in which case the appointment state would be moved to ‘arrived’ or ‘completed’ in EXACT).
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Daily / Weekly / Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Cancellations
This report is identical to the Fail To Attend report, except that it shows cancelled appointments rather than FTA appointments.
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Report by Individual Practice | this dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section |
Daily / Weekly / Monthly Report | this dropdown selects whether the data will be aggregated by each day, week or month within the reporting period |
Date range | Defines the reporting period. |
Practices | allows selection of all or specific practices within the practice group |
Dentist | allow selection of all or specific dentists (providers) |
Recall Effectiveness
This report is shows metrics related to the monitoring of appointment recalls, with a monthly breakdown of the data within the reporting period.
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Payor Type | All payor types, or NHS (UK) or Private can be selected. This filters on the patient’s payor (as set in the EXACT patient details screen) |
Date range | Defines the reporting period |
Practices | allows selection of all or specific practices within the practice group |
Dentist | allow selection of all or specific dentists (providers) |
Recall Effectiveness Detail
This report shows the individual appointment recall events that occurred during the reporting period, giving details of the recall date, status, and the patient, with contact details. It can be run either by drilling down to it from the Recall Effectiveness report (clicking on a particular month), or directly, by running from the MPC > Performance menu.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Statuses | Allow selection of all or specific recall status values. |
New Patients Created Analysis
This report can be used to view information about all new patient records that were created within the reporting period.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
New Patients Summary
This report is similar to the Fail To Attend report, except that it shows new patient appointments rather than FTA appointments. A new patient appointment is one where the appointment has the ‘1st Visit’
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section |
Daily / Weekly / Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period |
Date range | Defines the reporting period |
Practices | Allows selection of all or specific practices within the practice group |
Dentist | Allow selection of all or specific dentists (providers) |
Active Patients Report
This report shows a breakdown of patients for the selected practices, by splitting them into categories according to the time since their last completed treatment. Only patients who have had at least one item of completed treatment are included.
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section |
Payor Type | All payor types, or NHS (UK) or Private can be selected. This filters on the patient’s payor (as set in the EXACT patient details screen) |
Practices | Allows selection of all or specific practices within the practice group |
Dentist | Allow selection of all or specific dentists (providers) |
Active Patients in Period
This report is intended to show the transition, over the period of a month, in the patient base for the selected practices.
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Patient Schemes | All patient schemes, NHS (UK), Private or Other can be selected. This filters on the patient’s payor (as set in the EXACT patient details screen) – the term ‘Scheme’ means ‘payor’ in this context. |
Calendar Year | The year containing the month of interest. |
Calendar Month | The month of interest. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Gross Revenue and Waiting Time
This report is similar to the FTA and Cancellation reports. It shows the total invoiced amounts by date within the reporting period, and then uses the appointment diary data to show these values in terms of earnings per hour, per hour available and per appointment (patient).
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Daily / Weekly / Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Gross Revenue by Payor Type
This report is similar to the Gross Revenue and Waiting Time report, but allows the data to be filtered on patient payor type. It shows the total invoiced amounts by date within the reporting period, and then uses the appointment diary data to show these values in terms of earnings per hour, per hour available and per appointment (patient).
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Daily / Weekly / Monthly Report | This dropdown selects whether the data will be aggregated by each day, week or month within the reporting period. |
Payor Type filter | Select either All Payor Types, NHS (UK only) or Private. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Waiting Time Report
This report is somewhat similar to the Active Patients report, but shows the number of appointments within the report date range, categorised according to the length of time that the patient had to wait to be seen following their arrival, and patient payor category.
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Payor Type filter | Select either All Payor Types, NHS (UK only) or Private, filters by patient payor type. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
New and Transitioned Patients
This report shows a simple summary, for the given reporting period, of the change in the number of patients between the start of the period and end of the period, highlighting the number of patients made inactive in the period.
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Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Clinical Reports
Revenue by Service Code
This report shows the treatment service items that have been included in invoices raised during the reporting period.
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Report by Individual Practice | This dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section. |
Payor Type filter | Select either All Payor Types, NHS (UK only) or Private, filters by patient payor type. |
Invoice Type filter | Select either All Invoice Types, NHS Invoices (UK only) or Private Invoices. This filters by the payor of the COT that the treatment is associated with. |
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Dentist | Allow selection of all or specific dentists (providers). |
Glossary
Claim | UK NHS term. This usually means the same as COT, referring to a specific Course Of Treatment. |
COT/ | Also referred to as a Treatment Plan, this corresponds to an overall schedule of planned treatment for a patient, which may occur over several separate visits. |
FP17 Form | UK NHS term – The standard NHS form that is generated and submitted when an NHS COT is completed. Contains details of the patient and information about the treatment delivered in that COT. |
Provider | Provider of Treatment. May represent a Dentist or Hygienist. |
Quality Indicator | Relates to the UK NHS Dental Assurance (DAF) framework. |
Configuring
The Lite version of MPC is available by default and is largely self-explanatory.
If you purchase the full version please log in to the MPC website for instructions .
For EXACT configuration see also Hiding and showing the MPC button
Hiding and Showing the MPC Button
The MPC button displays by default in your EXACT main screen, in the last position on the right:
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Follow the above procedure but move the MPC button from the left pane to the right pane and then select OK.
Resources
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