How do I view UDA activity within a finincial year?
In your SFD v6 dental software you have a report named UDA Summary. This report is useful for getting weekly and monthly totals. To access this report, click on the SFD button in the top left hand corner of the screen then select Reports from the menu.
Now you are in the reports screen, click on the UDA Summary button (shown below).
Now click the Report button in the top left hand corner of the screen.
You will then be presented with the following window.
Select the financial year you wish to view from the Year dropdown list. Secondly select which contract you wish to view if you have multiple contracts operating at your practice. Click OK to generate your report.
Note: In every tab of this report you have the ability to view information for a specific performer. Simply select the desired from the Performer dropdown at the top of the screen.
The first tab within this report is Month Totals. This presents a bar chart showing the total amount of UDA?s each month in the selected year against the total SDL (example below).
Week Totals is the next tab this displays UDA, UOA and SDL totals for each week in the selected year. There is also a percentage displayed in the far right hand column so you can determine the percentage that week counted towards the whole year (shown below).
The next tab is the Summary tab, this shows more specific information. From this tab you can gather information such as total amount of activity per band, amount of treatment completed under guarantee, activity completed as continuation. This tab also presents totals for specific treatment items, i.e. examinations, dentures completed within the particular time period. You can also gather new patient information at the bottom of this tab.
Forms is the next tab and as you would expect from the name of this tab it simply displays all treatment forms that were transmitted in the chosen time period.
The fifth tab is named Non-Scheduled. This tab displays all forms that were transmitted in the given time period but have not been included in the schedule. This may be for a number of reasons, such as invalid PIN number, forms already sent etc.
In the UDA Summary report within the Non-Scheduled tab you have the ability to resend all these non-scheduled forms in bulk. Simply click the Resend button at the top of the screen to resend every form in the list.
The next tab is Open Courses. This tab displays all treatment forms that were created within the given time period but have not been transmitted. This is likely to be because the patient has not completed all of their proposed treatment. It is important to keep an eye on these forms so you can prioritise to get an appointment booked for the patient to complete their treatment. This tab shows the UDA/UOA value proposed against the completed value in the far right columns.
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