📍 Location Scorecards
MTD Production by Location
Referral Cases by Location
Location Comparison — Month to Date
| Location | MTD Production | Collections | Coll. Rate | Cases | Referrals | Avg Fee | vs Prior Mo. |
|---|---|---|---|---|---|---|---|
💰 Today's Production
$8,420
▲ 12% vs last Monday
Goal: $9,000
📅 Month-to-Date
$142,860
▲ 8% vs last month
Projected: $178,500
🏦 Collections
$131,430
▲ 3% vs last month
Collection rate: 92%
📉 Adjustments
$11,430
▼ 2% vs last month
Adj. rate: 8%
🪑 Procedures Today
14
▲ 2 vs avg
Avg fee: $601
👤 New Patients
6
▲ 1 vs avg
MTD: 48 new patients
Monthly Production Trend
Production
Collections
Revenue Mix
Daily Production — This Month
Goal vs Actual (Monthly)
Production by Insurance Carrier
MTD
| # | Carrier | Production | % of Total | Volume |
|---|
Production by Insurance Type
MTD
$142.9k
Total
🆕 New Referrers
5
Top 10 Referring Offices
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| # | Referring Doctor | Cases ↓ | Production ↕ | Avg Fee | Last Referral | Status | Volume |
|---|
Referral Volume by Zip Code
| Zip | Area | Cases | Production | Share |
|---|
🔢 Total Procedures MTD
286
▲ 6% vs last month
💵 Avg Fee / Procedure
$499
▲ $22 vs last month
🦷 Top Category
RCT
$98,400 MTD revenue
🔄 Retreatments
38
13% of total cases
Revenue by Category
Procedure Mix
Revenue by Procedure Code
| Code | Description | Category | Qty | Avg Fee | Total Revenue |
|---|
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💰
Production
🤝
Referrals
🦷
Procedures
👤 Patient Aging
Outstanding patient balances
| Bucket | Amount | Accounts | % of Total |
|---|
🏥 Insurance Claim Aging
Outstanding submitted claims
| Bucket | Amount | Claims | % of Total |
|---|
📈 A/R Aging Trend — Rolling 12 Months
Monthly snapshot of outstanding balances by aging bucket
✏️ Write-offs MTD
| Reason | Amount | Count |
|---|
🏷️ Discounts MTD
| Type | Amount | Count |
|---|
💵 OTC Collections MTD
Collected at time of service
🏦 A/R by Insurance Carrier
Outstanding insurance balances by aging bucket — sorted by total A/R
● Current
● 30 Days
● 45 Days
● 60 Days
● 90+ Days
| # | Carrier | Current | 30 Days | 45 Days | 60 Days | 90+ Days | Total A/R | Aging Risk |
|---|
🔍 Top Outstanding Claims
Oldest unresolved submissions — sorted by days pending
| Patient | Carrier | Procedure | Billed | Days Pending | Status |
|---|
🦷 Procedure Categories
🔗 Integrations
🏢 Practice
👥 Team
🎨 Appearance
Procedure Code Categories
Changes apply to the Procedures section instantly
| Code | Description | Category |
|---|
Active Categories
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