Accounting: Invoices and Receipts over a period
Detailed information about all the invoices issued > before and after discounts, provider involvement %, expenses, GST, commissions and all the payments received over the selected period of time (including deposits) and reversals/refunds for each provider. Click here for further instruction
Active Patients
Counts the unique NUMBER of patients seen / treated (no duplication) within a period of time for particular providers and or within a location. Click here for further instruction
All Patients list
This report will generate a list of all the patients in the system whether they have had treatment or no treatment. The report will list all patients alphabetically, by provider and include Card number, address, DOB, Phone numbers and email address if applicable. Click here for further instruction
Automated Clinical Reports Log
All notes in D4W/PSS can be audited. The audit will show the original state and current state of the notes, as well as who created and/or modified the notes. Click here for further instruction
Birthday list
A list of patients whose birthday falls in the specified period. Searches the DOB information entered in the patient details screen. For example: If we are now in August and you select next month, it will search for patients with birthdays from 1st September to 30th September inclusive and ignore the year. Click here for further instruction
Clinical notes Log Audit
Audit on all clinical notes by Dates, time, creation and By whom. Includes original notes and changed note. Click here for further instruction
Clinical Treat Notes by item
Generate a report on any clinical note entries, changes, deletions from selected item in list. Click here for further instruction
Commission details on Invoices raised
The ‘Commission Details on Invoices raised’ report would be used if providers are paid:
a/ From Invoices (not receipts) generated.
b/ The providers’ income amount is based on a commission calculation from those invoices
Click here for further instruction
Commission details on Receipts
The ‘Commission Details on Receipts’ report would be used if providers are paid:
a/ From Receipts generated.
b/ The providers’ income amount is based on a commission calculation from those receipts. It excludes cost of expenses
Click here for further instruction
Deposit Allocation Report
This report generates a list of all deposits that have been allocated to an outstanding invoice with details of the percentage and amount involved for each provider. Click here for further instruction
Discount Categories Report
Discounts are also calculated in the Accounting: Invoices and Receipts over a period report, however, to view more detailed analysis or by specific discount category name, this separate discount report is available. Click here for further instruction
Efficiency of Referral Sources (Financial Results)
Total financial results ($) and share in income (%) details from all referral sources. Click here for further instruction
Efficiency of referral Sources (New Patients)
Patient names, number of appointments made and number of real visits from selected referral sources. Click here for further instruction
Employee Details Report
The Employee Details report generates a list of active and inactive employee details. It gathers information from the Providers, Staff and Security tabs. Click here for further instruction
Expenses Categories Report
Shows information on all expenses you have added to treatment over a period of time.
If you have setup and are using the ‘expenses categories’ then you are able to report on these. Click here for further instruction
Fee Level Comparison Report
The Fee Level Comparison Report allows for a comparison of fees entered against multiple fee levels from the 1 location. Click here for further instruction
Fee levels and Patients list
Determine how many & which patients are on what practice fee levels. Click here for further instruction
Fees per postcode
Select a postcode or a group of postcodes and you can determine the amount of money received from that area. Click here for further instruction
GST Report
GST taxes charged and collected. Click here for further instruction
Health Fund Comparison Report
The Health Fund Comparison Report provides the user with a comparison of all health fund rebates that have been entered into D4W.
These figures rely on the correct rebates entered into Insurance Plans, and does not calculate rebates entered by insurance claiming systems such as Tyro, HICAPS etc.
Click here for further instruction
HICAPS/Tyro Claims Reconciliation Report
All information relating to HICAPS/Tyro Claims.
Includes Date/Time, Approved/Declined, Patient, Membership, Provider ID, Claim ID/Amount & Payment ID/ Amount. Subtotal for each Insurance fund and grand total. Click here for further instruction
Insurance Funds and patient list
How many patients in the selected insurance fund, the percentage (%) number of patients and how many patients you have in Database. Click here for further instruction
Item performance
Statistical information about which items you are using and what percentage of your gross fees they make up. Click here for further instruction
Items Performed on Patients
Which specific items were performed on which patients in a period of time. Click here for further instruction
Items Performed Over a Period
Details of which items were performed over a period of time and for which patient with details. Click here for further instruction
Location Fee Level Comparison Report
For multi-location databases to compare the fees for all items from each level selected from the locations selected. Click here for further instruction
New Patient Names
A list of all new patients in a period. Click here for further instruction
New Patients Report
The number of new patients over a period. Click here for further instruction
No Quote/Planned Treatment Performed
This report will show you all treatment done that did not have a HICAPS quote. Click here for further instruction
Outstanding Insurance claims – NON HICAPS
Track the status of unpaid or partially paid manual insurance claims. DOES NOT include Hicaps e-claims. Click here for further instruction
Patient list by top paying invoices
Display a list of your top patients based on the summed total of receipts received. Click here for further instruction
Patients Alerts List
A list of all patients with selected Alert type. Click here for further instruction
Patients Allergies and Medical Conditions list
A list of all patients with selected Allergy or Medical Condition. Click here for further instruction
Patients List by Category
Report on the patient status of categories if used in patient details file. Click here for further instruction
Patients list by Suburb/Postcode/State
A report based on the patients' Suburb, Postcode and/or State. Click here for further instruction
Patients Referral Sources Report
A list of the referral sources if the referral notes field in Patient Details is used. Click here for further instruction
Prescription by Provider/Medication
This report shows prescriptions issued within a period of time, grouped by Providers or by the medication prescribed. Click here for further instruction
Procedures done by Providers
This report will provide information on the amount of times an item was performed, the financial gain associated with these items and the time spent performing these items. Click here for further instruction
Production Statistics Report
Reports on your expected production goals (setup in the providers tab) versus real figures. Click here for further instruction
Recall Effectiveness Report
The Recall Effectiveness report shows the number of patients that have booked as a result of recall communication. The data is presented per Recall Set and Type. Click here for further instruction
Recall Message Type Effectiveness Report
This report shows the number of patients included in a recall batch who have booked an appointment as a result of the recall communication. Patients are categorised into the reminder method used. Click here for further instruction
Receipts on ‘Hold’ from banking
If you have put payments on Hold from banking, you are able to view a list of these payments. Click here for further instruction
Report on Other Details from Patients
The Report on Other Details from Patients report will provide a list of all the patients that have text in the the Other Details field in the Patients tab. Click here for further instruction
Single Visit Patient
The Single Visit report shows all patients who have attended the practice one time. Click here for further instruction
SMS Messaging Report
A list of all SMS messages sent to patients. In the report you will find Date/time sent SMS from (Appointment Book, Patient details, Recalls and / or Queries), the Patient details incl name & appt booking if any, SMS type sent, Phone number and Count (how many sent). Click here for further instruction
Staff Attendance Times
Find attendance information for each staff member. Keep track or use as a timesheet for staff start and finish times. Click here for further instruction
Total Receipts
The Total Receipts report generates a list of all payments that have been entered for a selected date range. Click here for further instruction
Total Receipts with providers
The Total Receipts with Providers report generates a list of all payments received for the selected provider/s for the date range you entered. Click here for further instruction
Treatment incomplete Report
This report searches for patients with incomplete treatment with no future appointment where:
Patient has a treatment plan but the plan is incomplete (‘active plan’ box is ticked)
Patients with ‘treatment complete’ box un-ticked. Click here for further instruction
Treatment Plan Acceptance
When a Treatment Plan has been marked as Accepted
Treatment Plan Completion
When a Treatment Plan has been marked as Complete
Treatment Plan Status
A report detailing the current status of Treatment Plans. Click here for further instruction
Unallocated Deposits Report
A list of patients have a credit (deposit) payment in their file that has yet to be allocated to an invoice. Click here for further instruction
Unprinted invoices
This report shows a list of patients where treatment has been performed and entered into the Treatment page but is yet to be invoiced. Click here for further instruction
Upload ADA DelDC data file
De-Identified Data Capture (DeIDC) is the system which allows the direct uploading of statistical information from Member’s dental4windows systems to the Australian Dental Association (ADA), eliminating the need for members to manually respond to the annual fees survey. Click here for further instruction
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