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Printing Reports - Complex Report System

Standard Reports that use the complex reporting system will preview on screen once generated. A menu bar will show in the upper left. The view appears as follows:



  • Print: Print the report to the default printer. See Printer Setup.
  • Blue arrows: Click the left arrow to move back one page; click the right arrow to move to the next page.
  • Page numbers: Indicates the page currently showing and total pages in report. Type in a page number and press Enter to jump to that page.
  • Plus/minus magnifying glass: Zoom in/out on the report.
  • 100: Return to 100% view.
  • Wrap Text: Click to toggle text wrapping on/off in the selected report when printing long columns. Set the default in Report Setup.
  • Export: Save the report information as a .txt or .xls file.
  • Close: Close the report window.

Reports Using the Complex Reporting System
Production and Income

Daily

  • Payments
  • Procedures
  • Incomplete Procedure Notes
  • Net Production Detail Daily

Monthly

  • Claims Not Sent
  • Procedures Not Billed to Insurance
  • PPO Writeoffs
  • Payment Plan
  • Insurance Overpaid
  • Presented TreatPlan Production
  • Treatment Presentation Statistics

Lists

  • Active Patients
  • Appointments
  • Broken Appointments
  • New Patients
  • Procedure Codes/Fee Schedules

 

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