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Monthly Goal Report Q

Posted: Tue Jan 04, 2022 2:44 pm
by Dr.RichM
Hi

Does anyone know if there is a custom query to see the scheduled ADJUSTED production for the month?

I know there is a nice standard report that shows it, but that only shows gross production. We keep adjusted production on the schedule but it only shows day by day and Id like to see a report with it monthly also.

Thanks!

Re: Monthly Goal Report Q

Posted: Tue Jan 04, 2022 3:50 pm
by agrasley
Hi Dr.RichM,

You can get the estimated adjusted production for scheduled procedures in the standard report. All you need to do is go into the Report Setup window (Reports -> Standard -> Setup) under the Misc Settings tab. On there you can check "Monthly P&I scheduled production subtracts PPO write-offs.

If this doesn't work well for you needs, you can submit a custom query request here: https://opendentalsoft.com:1943/ODQuery ... tForm.aspx

Hope this helps!