MPC (MyPractice & MultiPractice Cloud)
- sarah.whiteacre (Unlicensed)
- Craig Obee
- Cam Smith (Deactivated)
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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.
Both patient invoice and payor invoice amounts are included in the values shown.
These totals are further broken down on the rows by provider, and on columns by the invoice payor category.
Provider Type | The category of provider, e.g. Dentist or Hygienist. |
Provider | The name and unique provider code. |
Payor codes | These relate to the payor code a particular invoice is associated with. This could be ‘Private’ (blank payor code in EXACT), NHS for a UK NHS payor, or a specific payment plan (e.g. DENPLAN). The value in a particular payor code column represents the total of all invoices & invoice adjustments for that particular payor in the reporting period. |
Report Parameters:
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.
Only patient invoices are included, payor invoice amounts are not included.
For each selected practice, the total of all invoice amounts are shown, broken down by transaction category, provider and invoice payor.
Transaction Category | This shows the transaction category – Amounts Invoiced shows invoice totals grouped together, Invoice Adjustments shows invoice adjustment totals grouped separately; |
Provider | Within the Amounts Invoiced category, the totals are further split by invoice provider code; |
Adjustment Type | Within the Invoice Adjustments category, the totals are split by the type of invoice (e.g. Invoice Correction). |
Totals | A grand total row that shows the total values from each row within a particular column (e.g. all Private invoice and invoice adjustment amounts);. |
Payor Name columns | Invoice or invoice adjustment values are shown in different payor columns, according to the payor associated with the invoice. For UK practices, all NHS payors are aggregated under the NHS column. All ‘stock’ invoices are aggregated under the ‘Product Sales’ column (e.g. invoices for sundry items such as toothbrushes or floss). This is based on whether an invoice is classed as a ‘stock’ invoice or not within EXACT. |
Grand Total | The total of all column values on a particular row. |
Report Parameters:
Date range | Defines the reporting period. |
Practices | Allows selection of all or specific practices within the practice group. |
Drilldown
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.
It shows details of the transactions whose amounts were totalled to give the overall amount on the parent report. If accessed from the Income By Provider, it will only show invoices or invoice adjustment transactions. From the Patient Charges Control report, it can show invoices or receipts.
It has the following fields:
Category | The overall transaction category of the section in the parent report from where the drilldown action was initiated. For example, Amounts Invoiced, or Invoice Adjustments. |
Sub-Category | If the parent report shows sub groups of the transaction category, that sub grouping is shown in this field, where this shows the full description of this sub group. E.g. an invoice adjustment subgroup might show as ‘Invoice Correction’. |
Sub-Category Code | Similar to Sub-Category, but in the case of invoice adjustments, will show the code, rather than the description. E.g. when Sub-Category shows Invoice Correction, this field would show say ‘INVOICECOR’. For other transaction types, will show the same as field Sub-Category. |
Date | The transaction date, e.g. invoice or receipt date. |
Patient | Patient code to which the transaction relates. |
Provider ID | The provider code associated with the transaction. |
Transaction ID | The unique identifying transaction number, e.g. receipt number or invoice number. |
COT ID | The COT (Course Of Treatment) number to which the transaction relates. |
Payor Category | The payor associated with the transaction. |
Amount | The amount of the transaction. |
Report Parameters:
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.
It shows data on invoices raised and invoice adjustments applied within the reporting period, at the level of specific invoices. Invoices adjustments of type ‘BadDebt’ are currently not included. Both patient and payor invoices are included. Adjustment rows are shown separately from invoices.
The data is grouped into sections, for each selected practice:
Provider | The provider who carried out the treatment, based on the provider associated with the invoice raised; |
Work on patients | For a given provider, all invoices relating to patients associated with a particular provider and invoice payor type are grouped together. For example, this subgrouping might be shown under provider J SMITH, as ‘work on K JONES (NHS) patients’. This will list all invoices raised in the reporting period that provider J SMITH has carried out for NHS treatment, for patients who are associated (in their EXACT patient details field) with provider K JONES. |
A total section is also shown for each practice, which summarises the invoiced totals by provider for the period. Fields shown for each section are:
Patient | The full name of the patient associated with the invoice. |
Invoice No | The invoice number this row relates to. |
Date | The invoice date, or adjustment date if the row is an adjustment. |
Payor | The invoice or adjustment amount if this invoice is a payor invoice. |
Patient (Amount) | The invoice or adjustment amount if this invoice is a patient invoice. |
Total Fee | The invoice or adjustment amount (adjustments show as negative amounts). |
Report Parameters:
The report parameters are:
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.
Fields shown in th