Financial Reports

The Financial reports include:

Adjustment Analysis—Lists the adjustments made, the number of times an adjustment was made, and the total amount of adjustments.
Aged Receivables Report—Lists all patients with balances that meet selected criteria.
Budget Plan Report—Compares budget to progress. This report can be run only if a budget plan has been set up.
Credit Balance Report—Lists all accounts with credit balances.
Deleted Transactions Report—Lists transactions that have been deleted during a specified period by a specified user.
Monthly Adjusted Receipts Report—Summarizes total receipts minus adjustments for each provider.
Payment Code Analysis—Lists records of payments for each payment code.
Payment Method Analysis—Lists payment methods—cash, credit card, check, electronic deposit, or money order—grouped by office, provider, or payment source.
Practice Summary—Summarizes production for one month, patient count, transaction totals, and receivables in a one-page summary.
Procedure Analysis—Lists the number of procedures and the production totals for a month.
Production Report—Summarizes your practice’s production based upon the procedures performed. To exclude a procedure from the summary, select Mask.
Receivables by Referral—For a one-month period, lists the receivables resulting from a single referral source.
Sales Tax—Calculates the tax on all procedures marked for tax calculation for a specified period.
Sales Tax Summary—Provides a total of the sales tax charged patients.
Service Charges—Lists all service charges imposed for a period of time.
Service Office Detail—For a service office and provider, lists the following data for a specified date range: number of new patients, number of visits, total charges, and all payments and adjustments. This report reconciles unapplied payments with the Transaction Summary report.
Service Office Summary—Summarizes the production for each office location and month-to-date and year-to-date information. This report reconciles unapplied payments with the Transaction Summary report.
Statement Reconciliation—Enables you to identify statements that fall outside the billing cycle’s criteria.
Transaction Detail—Lists transactions for a specified date range.
Transaction Summary—Summarizes the following data by month for a specified year: patient counts, charges, payments, and adjustments.
Unapplied Payment/Adjustment Report—Lists all payments and adjustments that have been entered, but have not been applied to specific charges. Indicates the posting office.
Unscheduled Treatment Plans—Displays treatment plans that are proposed but not completed, as well as patient contact information, line items for each treatment plan, and the financial totals for the suggested services.