Other Reports

In addition to the standard daily, periodic, cross-settlement, and referral reports, PracticeWorks enables you to generate a number of other reports to track information for your practice.

Select File > Print > Other/Misc Reports to access the report options. Select a report to generate, and then enter your criteria in the window that is displayed.

The following commonly-used reports are included on the Other/Misc Reports menu:

Marketing Report

Sample Report

Select File > Print > Other/Misc Reports > Marketing Report.

Printed for any date range to find patients that have had specific procedures performed. The report can be filtered to include only patients that need specific follow-up treatments.

For example, you can track patients who have had a root canal, but have not come back for a crown. The report displays contact information, procedures performed, account balance, and insurance information.
Production by Treatment Class Report

Sample Report

Printed for any date range to see total production by provider that is based on individual treatment classes.

Under the heading for each specific treatment class, each code for that class posted during the range is listed along with the number of times it was posted, and the total production for the code. Each treatment class also includes a summary of the total number of codes posted, the total production value, and what percentage of production this treatment class represents.

You can also print out the following information from this menu:

Security Levels by Employee
Time Cards
Time sheet export to QuickBooks Pro
Treatment code list by category