Using Additional Modules, Products, and Services > Additional Modules > Introducing the PEARL Module > Using the PEARL Module

Viewing Daily Monitors

The Daily Monitors display information pertaining to schedule totals, procedure monitors, daysheet monitors, payment totals, and accounts receivable.

To change the display output:

1. Select the Options icon (the icon that looks like a gear). The Settings window is displayed.

2. Select one of the following options:

3. ViewSelect View to access Schedule Totals, Procedure Monitors, Daysheet Monitors, Payment Totals, or Accounts Receivable.

4. LocationSelect Location to access a specific location or all locations.

5. WhenSelect When to access Today, Week of, or Month to Date as the time frame to display.

3. Select Settings. The Settings window is displayed.

4. Select Totals. The selected monitor is displayed.

To select a monitor:

1. Select the Options icon. The Settings window is displayed.

2. Select View. The View window is displayed.

3. Select one of the following monitors:

4. Schedule Totals

   Use the Schedule Totals function to perform the following actions:

   • View a count for each type of appointment that is scheduled, itemized by scheduled, completed, walk in, no show, cancelled, and changed.

   • View schedule information as a graph.

   • Use the left and right arrows to view schedule information by day, week, and month to date.

5. Procedure Monitors

   Use the Procedure Monitors function to perform the following actions:

   • View a count for each type of procedure that is configured in the daysheet monitor schedule in OrthoTrac, such as new patient exams, full treatment starts, Phase I and Phase II starts, debands, and diagnostic records.

   • View procedure information as a graph.

   • Use the left and right arrows to view information for the current daysheet, the month to date, and the year to date.

6. Daysheet Monitors

   Use the Daysheet Monitors function to perform the following actions:

   • View the current daysheet monitors that are configured in OrthoTrac, such as gross production, production adjustments, net production, gross collections, collections adjustments, and net collections.

   • View production and collection information as a graph.

   • Use the left and right arrows to view information for the current daysheet, the month to date, and the year to date.

7. Payment Totals

   Use the Payment Totals function to perform the following actions:

   • View the total payments made, itemized according to the payment types selected in OrthoTrac. Such options can include cash, personal check, insurance check, mail-in check, credit card, misc pymt 1, and other payment types.

   • View total and itemized payments as a graph.

   • Use the left and right arrows to view payment totals for the current daysheet, the month to date, and the year to date.

8. Accounts Receivable

   Use the Accounts Receivable function to perform the following actions:

   • View accounts receivable totals for Responsible, Insurance, and All (the combined totals from Responsible and Insurance).

   • View Responsible, Insurance, and All (the combined totals from Responsible and Insurance) accounts receivable information as a graph.

   • Use the left or right arrow to view the amount due from the Responsible Party, Insurance Accounts, or the combined total.

4. The PEARL module retains the selected monitor.

4. Select Settings. The Settings window is displayed.

5. Select Totals. The selected monitor is displayed.

• To view a specific location, select the displayed location.

Related Topics

Introducing the PEARL Module

Using the PEARL Module

Viewing the Office Expert

Viewing the Schedule

Viewing the Call List

Viewing Referrals

Viewing Patients