End of Year Reports

The following table lists the recommended reports you should run at the end of every fiscal year. Although these reports are particularly useful at the end of the year, they can be run at any time throughout the year.

These reports are not required to “close out” the year.

Name and Path	Description
Insurance Plan Rollover Insurance > Insurance Plan Rollover	• Resets insurance benefits for each patient with an insurance plan anniversary date of January. • Run prior to posting transactions or submitting insurance for the month of January. • Should be run at the start of each month.
Treatment Plan Recalculation of Benefits Insurance > Treat Plan Recalc of Benefits	• Recalculates estimated insurance portions for all treatment plans. • Should be run at the start of each month.
Practice Summary Report Reports > Practice Management > Practice Summary	• Compares nine key areas (such as production, receivables, referrals and so forth) for the past six months and forecasts the next six months.
Practice Barometer Report Reports > Practice Management > Practice Barometers	• Compares two date ranges for the number of patients seen, new patients, productions, goals, and receivables totals.
Accountant’s Earnings Report Reports > Accounting > Accountant’s Earnings	• Shows a breakdown of all transaction codes posted. • Calculates net collections, net productions, net charges, tax, and expected income.
Account Aging Reports > Accounting > Account Aging	• Shows ending receivables totals. • Identifies overdue accounts. • Lists all accounts that have an aged balance over a specified amount.
Receivables Summary Reports > Practice Management > Receivables Reports > Summary	• Lists prior receivables, changes in receivables, and new receivables totals for the current date, month-to-date, and year-to-date.
Receivables Breakdown Reports > Practice Management > Receivables Reports > Breakdown	• Lists monthly or yearly breakdown of receivables totals for the practice.
Collection Summary Reports > Practice Management > Collection Reports > Summary	• Summarizes all collections by cash, check, insurance check, and credit cards.
Yearly Register Reports > Accounting > Registers > Yearly	• Summarizes the number of patients seen, number of new patients, production, and collection amounts for the year.

To view a printable job aid that lists the reports you should run at the end of the year, see End of Year Reports.