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Report Setup - Misc Settings

Miscellaneous settings in Report Setup specifies default options for Standard Reports.

  1. In the main menu, click Reports, Standard Reports.
  2. Click Setup in the upper left corner.
  3. Open the Misc Settings tab.
  4. Check a box to select a setting; uncheck a box to deselect. A description of each option is below.
  5. Click OK to save.

Wrap columns when printing: Set whether or not column text will wrap to the next line when printing complex reports and user queries.

  • Checked: By default, column text will automatically wrap if needed.
  • Unchecked: Text will not wrap.

Default to using Proc Date for PPO writeoffs: Set the default setting for 'Show insurance writeoffs' in the Production and Income, PPO Writeoff, and Daily Writeoff, and Receivable Breakdown reports. See Applying Writeoffs to Production for more details.

  • Checked: Apply writeoffs on the procedure date. This will make 'Using procedure date' the default on each report window.
  • Unchecked: Apply writeoffs on the date the insurance payment is entered. This will make 'Using insurance payment date' the default on each report window. If using Global Lock Dates select this method.

Show PatNum: Aging, OutstandingIns, ProcsNotBilled: Set whether or not the patient number shows with patient name in the Aging of A/R, Outstanding Insurance Claims, and Procedures Not Billed to Insurance reports.

  • Checked: Patient number will be included (e.g. 40-Dawn, Trisha).
  • Unchecked: Patient number will not be included (e.g. Dawn, Trisha).

Monthly P&I scheduled production subtracts PPO writeoffs:

  • Checked: Automatically substract the writeoff amount from anticipated production in the Monthly Production and Income Report (Scheduled column). This only applies to future dates where the work has not been completed and only affects insurance plans with a PPO Percentage plan type.
  • Unchecked:

Default to showing clinic info on Daily P&I report: Set the default setting for Show Clinic Info on the Daily Production and Income report.

  • Checked: By default, the report will print in landscape, show a clinic column, and can optionally be grouped by clinic (Show Clinic Info checked).
  • Unchecked: By default, the report will print in portrait mode and clinic information won't show (Show Clinic Info unchecked).

Default to showing clinic breakdown on P&I reports: Set the default setting for Show Clinic Breakdown in production and income reports.

  • Checked: By default the report will group by clinic (Show Clinic Breakdown checked).
  • Unchecked: By default, the report will group by date and intermingle clinics (Show Clinic Breakdown unchecked).

Show a verbose history when previewing reports: Set the default setting for verbose history when running complex reports.

  • Checked: By default, a report query will populate when a complex report is run. The query shows the elapsed time of each generated item in the report. This is useful for large offices whose reports take a long time to generate. Click Copy to Clipboard to save the history and paste into a document.
  • Unchecked: A report query will not populate when a complex report is run.

Allow using today's date in Provider Payroll report: Determines whether or not the Provider Payroll Detailed report allows including today's date.

  • Checked: Allow the date range to include today's date.
  • Unchecked: Block the date range from including today or future dates. For example, if you capture Claim Snapshots at the end of day via 'Service', you may want to block today's date.

Calculate writeoffs by claim snapshot for today's date in Net Production Detail report: Determines which amount to use as the writeoff in the Net Production Detail report.

  • Checked: Use the writeoff amount in the Claim Snapshot for today's date.
  • Unchecked: Use the writeoff amount for the current Claim Procedure.

Incomplete Procedure Note Report defaults: These settings determine the default state for corresponding checkboxes in the Incomplete Procedure Note Report.

  • Include procedures without a note in the Incomplete Procedures Report: Set the default state for the 'Include procedures for patients with no notes on any procedure for the same day' checkbox.
    • Checked: Box will be checked.
    • Unchecked: Box will be unchecked.
  • Include procedures with a note that is unsigned in the Incomplete Procedures Report: Set the default state for the 'Include procedures with a note that is unsigned' checkbox.
    • Checked: Box will be checked.
    • Unchecked: Box will be unchecked.

Assume all procedures are in the General benefit category by default in the Treatment Finder report:

  • Checked: Procedures for a patient apply towards annual max by assuming the procedures are in the 'general' category.
  • Unchecked: Does not apply all procedures to the 'general' category.

 

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