Handling Reports > Accounting Reports

Running the Provider Daily Summary Report

The Provider Daily Summary report generates a list of charges, production adjustments, payments, balances, and collection to production ratios for the specified doctors.

Sample Report

To generate the Provider Daily Summary report:

1. Select Reports > Accounting > Provider Daily Summary. The Output Options window is displayed.

2. Select the output and click OK. The Provider Daily Summary Setup window is displayed.

3. In the Through Date section, click the drop-down arrow to select the last date to include in the report from a calendar.

4. In the Providers section, click the drop-down arrow to select the provider number from a list, or leave the first provider set to 999 to report on all providers.

5. If you are exporting the report to Excel, the following options are selected:

6. Print Raw Data:Each piece of data in the report is placed in a separate column on the Raw tab.

7. Print Formatted Data:The report information is displayed in the same manner as if it were sent to the printer on the Formatted tab.  

Deselect an option if you do not want that type of data to display. If you leave both options selected, the report information is displayed on two tabs in the Excel spreadsheet.

6. Deselect Include Color/Shading if you do not want shading on the report.

7. Click OK.