The Executive Summary report provides a centralized view of key performance indicators (KPIs) for the office, including metrics such as new patients (NPs), production, collections, adjustments, and missed appointments, within a specified date range.
To access this report, navigate to:
Reports > Monthly Reports > Executive Summary
Reports > Monthly Reports > Executive Summary
Within the Report Criteria section, complete the following field:
- Date Range: Enter the desired start and end dates.

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