Daily Reports: End of Day

The following table lists the recommended reports that you should run at the end of each day.

Name and Path	Description
Daysheet Reports > Daysheet	• Overview of daily finances (for example, posted transactions, production, collections, receivables, and number of new and existing patients seen). • Generating the final Daysheet ensures the accuracy of the receivables totals and accounting reports.
End of Day Call Backs Reports > End of Day Call Backs	• Appointments marked for a follow-up call at the end of the day. • List can be sent to the Contact Expert.
Daily Register Reports > Daily Register	• Daily summary of the number of patients seen, number of new patients, production, and collection amounts.
Unsubmitted Claims Reports > Practice Management > Insurance Reports > Unsubmitted Claims	• Insurable transactions not submitted to an insurance company for payment. • Includes unsubmitted charges for patients by dates of service.
Daily Operatory Schedule Reports > Daily Op Schedule	• Patient appointments by room and provider. • Report setup defaults to tomorrow's date. • Prints patient name, procedure, confirmation icon, medical alerts, and appointment notes. • Option to print in HIPAA privacy mode.

To view a printable job aid that lists the reports you should run at the end of the day, see Daily Reports: End of Day.