Report Description:
This report is intended to show the transition, over the period of a month, in the patient base for the selected practices.
It uses the following terms:
Active (as of a date) |
the patient has had completed treatment within the past 2 years (24 months)from the as of date. |
Lapsed (as of a date) |
the patient’s last completed occurred more than 2 months (24 months) back from the as of date. |
For each selected practice, a table is shown with the following fields: 28
Patient Scheme |
The patient payor scheme (patient payor) – NHS, Private or Other. |
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Total Patients At Start |
An indication of the numbers of patients of different categories as of the last date of the previous month. |
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Active Patients |
The number of patients, who were not marked as inactive as of the previous month end date, whose last completed treatment was less than 24 months back from this date. The total row for this column shows the total number of Active patients for all schemes (payors) |
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Lapsed Patients |
The number of patients, not marked as inactive as of the previous month end date, whose last completed treatment was more than 24 months back from this date. The total row for this column shows the total number of Lapsed patients for all schemes (payors) |
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Scheme % |
This shows (Active Patients + Lapsed Patients) / (Total Active Patients + Total Lapsed Patients), which relates to the previous month end date |
Activity In Month: |
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New Patients |
The number of patients whose first completed treatment occurred during the month |
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Returning Patients |
The number of patients, who appeared in the ‘Lapsed Patients’ category as of the end of the previous month (i.e. who were ‘Lapsed’), who had some treatment completed within the current month |
Lapsed: |
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Lapsed Patients In Month |
The number of patients who appeared in the ‘Active Patients’ category as of the end of the previous month (i.e. who were ‘Active’), who by the end of the current month had entered the ‘Lapsed’ category – i.e. as of the end of the current month, their most recent treatment was over 24 months ago |
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Lapsed Patients Rtn % |
(Activity In Month – Returning Patients) / (Total Patients at Start – Lapsed patients). Of the number of patients who were considered ‘Lapsed’ at the start of the month, what proportion returned to have treatment in the current month? |
Inactive – Patients Left Scheme |
The number of patients who were marked as inactive in EXACT within the current month. |
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Total Patients At End |
An indication of the numbers of patients of different categories as of the last date of the current month. |
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Active Patients |
The number of patients, who were not marked as inactive as of the current month end date, whose last completed treatment was less than 24 months back from this date. The total row for this column shows the total number of Active patients for all schemes (payors) |
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Lapsed Patients |
The number of patients, not marked as inactive as of the current month end date, whose last completed treatment was more than 24 months back from this date. The total row for this column shows the total number of Lapsed patients for all schemes (payors) |
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Scheme % |
This shows (Active Patients + Lapsed Patients) / (Total Active Patients + Total Lapsed Patients), which relates to the current month end date |
Variance: |
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Patients |
The change in the number of Active + Lapsed patients, which is Activity In Month – New Patients less Inactive – Patients Left Scheme |
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% |
This is (Variance–Patients) / (Total Patients at Start Active + Lapsed) – i.e. the percentage change in Active + Lapsed patients from the start of the period |
Values in the Activity In Month, Lapsed and Inactive column groups can be clicked on, and will show the relevant patient detail in the Patients List report in a separate browser window.
Report Parameters:
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). |