Reporting, Banking
Process End of Day, view all Reports and Audits.
Reports - Standard
- Basic Financials without Adjustments Export Report
- Brief Description of Standard Reports
- Location Fee Level Comparison Report
- A Summary of Links to the Top 5 Commonly Used Reports
- Prescription by Provider/Medication Report
- Insurance Funds and Patients List Report
Reports - Business Intelligence Module
- A Summary of Links to Business Intelligence Module Articles
- Items Performed by a Provider Report
- Appointed Patient Statistics Report - Business Intelligence Module
- Fee Level Financial Analysis Report
- Huddle Checklist Report
- Insurance Funds Financial Analysis
Reports - Financial Detailed
- Financial Detailed Report for Revenue
- Financial Detailed Report for Prior Period Adjustments
- Financial Detailed Report for Payments (Receipts)
- Financial Detailed Report for GST
- Financial Detailed Report for Discounts
- Financial Detailed Report for Balance of Debtors
Audit Trail Reports
- Audit Trails: Deleted eForms report
- Audit Trails: Delete all notes audit trails
- Audit Trails: Delete audit trail records
- Audit Trails: Discounts Applied Report
- Audit of Connection and Disconnection with the Database
- Audit Trails: Changed Treatment Records Report
Prior Period Lock
Bank Slips
- Create an Insurance Claim Payment Bank Slip
- Create EFTPOS Bank Slip
- Create a Cash and Cheque Bank Slip
- Place a Payment on Hold / Exclude from Bank Slip
- Handling End of Day Reconciliation
- Lock Financial Data using Prior Period Lock
Practice Analytics
- Practice Analytics: What If
- Practice Analytics: View Treatment Plans Items
- Practice Analytics: View Treatment Plans
- Practice Analytics: View Invoiced Production
- Practice Analytics: View Appointment Cancellations
- Practice Analytics: Launching Practice Analytics from Dental4Windows