Reports

Tasks can be accessed from the following windows:

The table describes each limited access task for the Reports category.

 

Category

Task

Description

Reports

Run the Account Aging Report

Enables the user to run the Account Aging report.

Reports

Run the Accountant's Earnings Report

Enables the user to run the Accountant's Earnings report.

Reports

Run the Billing Statements

Enables the user to run statements, statement previews, electronic statements, and the statements that can be accessed from the Options section of the Express Bar or the Options menu in the Account List and Account windows.

Reports

Run the Budget Plan Reports

Enables the user to run all budget plan reports.

Reports

Run the Collection Reports

Enables the user to run all collection reports.

Reports

Run the Contact Report

Enables the user to run the Contact report.

Reports

Run the Daysheet Report

Enables the user to view and print the daysheet.

Reports

Run the Deposit Slip

Enables the user to run the Deposit Slip report.

Reports

Run the Hygiene Analysis Report

Enables the user to run the Hygiene Analysis report.

Reports

Run the Insurance Payment Distribution Report

Enables the user to run the Insurance Payment Distribution report.

Reports

Run the Insurance Reports

Enables the user to run all insurance reports.

Reports

Run the Ortho Insurance Reports

Enables the user to run all ortho insurance reports.

Reports

Run the Practice Barometers Report

Enables the user to run the Practice Barometers report.

Reports

Run the Practice Summary Report

Enables the user to run the Practice Summary Report.

Reports

Run the Production Reports

Enables the user to run all production reports.

Reports

Run the Receivables Reports

Enables the user to run all receivables reports.

Reports

Run the Referral Reports

Enables the user to run all referral reports.

Reports

Run the Registers Report

Enables the user to run the Registers report.

Reports

Run the Scheduler/Appointment Reports

Enables the user to run all scheduler and appointment reports.

Reports

Run the Transactions for a Period Report

Enables the user to run the Transaction for a Period report.

Reports

Run the Treatment Plan Reports

Enables the user to run all treatment plan reports.

Reports

Edit ALL Batched Reports

Enables the user to edit reports in a report group.

Reports

Run User Selected Reports

Enables the user to run all User Selected reports.

Reports

Edit Which Users Can See What Experts

Enables the user to dictate which users can access the experts.

Reports

Access the Office Expert Setup

Enables the user to set up Office Expert items.