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Your assessment is open. Here’s what we need next.

Now that your setup is complete, the next step is gathering the right documents so our Data Department can begin building your assessment.

Watch for your secure portal email. Once your BAA has been verified, we’ll send your portal link so you can upload documents securely. Please add info@solutions101.com to your safe sender list so the email does not get filtered out.

Please begin gathering the items below. Once your secure portal is provided, these are the documents and reports we’ll need you to upload so we can start your review efficiently.

Required Documents

These are the core items we need for nearly every assessment.

  • Recent EOBs: gather approximately 60 days of your most recent EOBs.
  • Production by ADA Code: provide a 12-month production summary showing procedure codes and totals.
  • Current Office Fee Schedule / UCR: include your current standard office fee schedule.
  • In-Network Fee Schedules: include any current payer fee schedules you already have available.

Helpful Supporting Items

These are not always required, but they can help us move faster and assess more accurately.

  • Payer Contracts or Addenda: include any recent payer documents, amendments, or correspondence if available.
  • Supporting Network Information: upload anything related to credentialing, leased networks, reimbursement changes, or term notices.
  • Notes on Current Issues: share anything unusual you want our team to know as we begin the review.
Preferred file format Excel files are preferred whenever possible. PDFs are acceptable when needed. If your reports come out of your system in an unusual format, send what you can and our team will review it.

Practice Management Software Instructions

Click the software below that matches your office. Each section expands so you only have to view the instructions that apply to your practice.

Carestack
  1. Navigate to System Menu > Operational Reports.
  2. Choose Procedures Report.
  3. In the date range, enter 01/01/2024 through 12/31/2024. You might have to run multiple reports to obtain the full year’s data set.
  4. Choose All Providers.
  5. Click on Generate.
Curve
  • Go to the three lines in the top right.
  • Click on Financial reports on the left.
  • Click on Production Summary Report.
    • This will open in a new tab.
  • Change your date range in the top left to 01/01/24 through 12/31/24.
  • Run report.
  • Click print report.
  • Right click and print.
Denticon

Special Transaction Report

  • Special Transaction Report Reports (old) > Group Reports > Daily Reports > Management reports
  • Change the date range (01/01/2024 through 12/31/2024). Show all codes done by PROVIDER > Sort by Codes.
Dentrix Ascend
  1. Click on HOME.
  2. Click on SELECT REPORT.
  3. Scroll down and click HSPA-Production Summary. It will automatically sort by ADA Category and include all providers for the last 12 months.
  4. Click on Settings Icon.
  5. Select Export.
  6. Select to PDF.
Dentrix

Practice Analysis
(Production by Code / Collections by Category)

  1. Office Manager
  2. Reports
  3. Management
  4. Practice Analysis Reports
  5. In the Practice Analysis Reports dialog box:
  6. “Date Range” (top right):
    1. Select appropriate date range
  7. “Select Summary Reports” section (bottom right):
    1. Check Production Summary
    2. Uncheck ‘by Category’
    3. Check “Payment Summary”

Fee Schedule

  1. Office Manager
  2. Reports
  3. Reference
  4. Fee Schedule
  5. Click Ok
EagleSoft

Production by Procedure

  1. List
  2. Practice Information
  3. Smart Doc (button)
  4. End of Year Reports
  5. “Service Code Productivity” (bottom of list)
Easy Dental

Practice Analysis
(Production by Code / Collections by Category)

  1. Reports
  2. Management Reports
  3. Practice Analysis Reports
  4. In the Practice Analysis Reports dialog box:
  5. “Date Range” (top right):
    1. Select appropriate date range(s)
  6. “Select Summary Reports” section (bottom right):
    1. Check Production Summary
    2. Uncheck ‘by Category’
    3. Check “Payment Summary”

Fee Schedule

  1. Reports
  2. Reference
  3. Fee Schedule
  4. Click Ok
Fuse
  1. Hover over BUSINESS tab and select REPORTS.
  2. Choose CREATE CUSTOM REPORT.
  3. Select DESIRED LOCATION/PROVIDERS and (All)/PATIENT GROUPS (All).
  4. Enter date range 01/01/2024 through 12/31/2024.
  5. Ignore Original Transaction Date.
  6. Include in Report: PRODUCTION.
  7. Click APPLY FILTERS.
Open Dental

Prefer to Save in Excel, if Possible

Fee Schedule

https://www.opendental.com/manual/reportsstandard.html (Web Link for Assistance)

  • Right Box – “Procedure Code – Fee Schedules”

Production by ADA Code

https://www.opendental.com/manual/reportdailyprocs.html (Web Link for Assistance)

Please run “Grouped by Procedure Code” for:

  • Last Full Year
  • Current Year to Date
  • Last 12 Months Rolling (coincide with dates on the rolling P&L)
Practice Works

Production by Procedure

  1. File
  2. Print
  3. Other/Misc
  4. Production by Treatment Class
  5. Choose Separate or Combined Reports
  6. Print Procedure Dates Desired
  7. Print Preview / Print

Fee Schedule

  1. File
  2. Print
  3. Other/Misc. Reports
  4. Treatment Code List by Category
SoftDent

Production by Procedure Report

  1. Reports
  2. Practice Management
  3. Production Reports
Software Not Listed

If your practice management software is not listed above, reach out to our team and we’ll help you identify the right reports to pull.

Contact us at info@solutions101.com or call (405) 286-6244 for further instructions.

Need help gathering the right documents? Contact us at info@solutions101.com or call (405) 286-6244 and we’ll help your team understand what to pull and what to upload.