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.