The owner asks “how was the week?” every Friday and the honest answer takes six numbers. Not sixty. Six, each from a report that already exists in the practice software, written on one page with last week’s figure next to it.
Which six numbers?
| Number | Formula | Where it comes from |
|---|---|---|
| Net production | Completed procedure fees, minus adjustments and write-offs | Open Dental: Production and Income. Dentrix: Practice Analysis or Day Sheets. Eaglesoft: Provider Productivity |
| Collections | Patient payments plus insurance payments | The same reports |
| Collection rate | Collections divided by net production, over a rolling 90 days | Calculated |
| Scheduled production, next two weeks | Fee value of procedures attached to booked appointments | Open Dental: Sched column. Dentrix: Scheduled Production report. Eaglesoft: scheduled production on the dashboard |
| Unscheduled treatment total | Fee value of treatment planned procedures with no appointment | Open Dental: Treatment Finder. Dentrix: Unscheduled Treatment Plans. Eaglesoft: Unscheduled Treatment report |
| Over 90 receivables | Balance aged over 90 days, patient and insurance split | Aging report in each system |
Two more belong on the page but change slowly, so pull them monthly: overdue recall with nothing booked, and new patients.
Why these six?
Each one answers a question the owner will ask within the month.
Net production is what the practice did. Collections is what it got paid. The collection rate tells you whether the billing side is keeping up; over 90 days, a general practice that files insurance should see most of its net production collected, and a rate that drifts down is the earliest sign of a claims problem.
Scheduled production for the next two weeks is the forecast. If it is below the weekly net production you need, there are open hours to fill, and the next two numbers tell you who to fill them with. The unscheduled treatment total is the doctor’s call list. The overdue recall count is the hygiene call list.
Over 90 receivables is the number that will not fix itself. Watch it week to week.
A worked example: one week on one page
| Number | This week | Last week |
|---|---|---|
| Net production | $31,400 | $29,800 |
| Collections | $28,900 | $33,100 |
| Collection rate, rolling 90 days | 95.1% | 96.0% |
| Scheduled production, next two weeks | $58,200 | $63,900 |
| Unscheduled treatment total | $54,000 | $51,200 |
| Over 90 receivables | $13,800 | $12,900 |
Reading it takes a minute. Production is up. Collections are down this week but the rolling rate is fine, so it is timing. The forecast is soft: $58,200 over two weeks is $29,100 a week, below this week’s $31,400. The unscheduled total went up $2,800, so there are new plans to call about. Over 90 crept up $900, so one or two accounts aged across the line and need a call.
Three actions fall out: the treatment coordinator works the top of the unscheduled list this week, hygiene works the recall list to firm up the second week, and billing calls the accounts that just crossed 90 days.
That is the weekly report. The page, the three actions, and the same page next Friday.
How do I keep it honest?
Pull the numbers on the same day, from the same reports, with the same options. If the aging report excluded credit balances last week, exclude them this week. Keep the PDFs. When a number looks wrong, the question “what did it say last Friday” needs an answer.
Do not add a seventh number because a consultant mentioned it. Add it when the owner asks the question it answers twice.
What Calibic adds
Reports and Dashboards are LIVE for Open Dental and Dentrix, and Eaglesoft coverage is partial. Calibic reads the ledger, schedule and treatment plan tables read-only and keeps the six numbers on one screen with the prior week beside each, so Friday’s page is already written. Each figure opens to the rows behind it, and the unscheduled and recall counts link to the ranked lists the team works from. Ask answers “how much treatment is planned but not booked?” in plain English with the sources shown.
Calibic does not write to the practice software and does not replace the reports you reconcile against.
See the library on the Reports product page. The sibling guide on the dental practice manager checklist puts the weekly set alongside the daily and monthly ones, and the office manager page shows the whole routine.