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Standard Reports 

Standard reports allow you to track and view data using standard, text-based reports. They include production and income reports, daily and monthly reports, lists, and public health options.

In the main menu, click Reports, Standard.

Setup menu: Set up and customize defaults and user access for standard report. Options include:

User Query: Open the Query window to run custom reports. See Run a Query.

Laser Labels: This feature was added entirely by Kapricorn Systems, Inc. See Laser Labels.

Production and Income Reports: See Production and Income Reports.

  • More Options: Open the Production and Income Report window so you can customize report options.
  • Today: Generate a report for today's date using default settings.
  • Yesterday: Generate a report for yesterday using default settings.
  • This Month: Generate a report the current month (1 - 31) using default settings.
  • Last Month: Generate a report for last month (1 - 31) using default settings.
  • This Year: Generate a report for the current year (Jan 1 - Dec 31) using default settings.
  • Provider Payroll Summary: Run a report for total production per day in the date range.
  • Provider Payroll Detailed: Run a report for production for each individual patient in the date range.

Daily: Common daily reports.

Monthly: Common monthly reports that are usually part of Billing.

Lists:

Public Health:

UDS Reports

EHR Patient Export

Business Analytics: These are preferred business analytics service providers.

  • Click a button to see more info; you won't be charged.
  • If the bridge is already enabled, click a button to launch your account.
  • To remove the button(s), go to Program Links, double click the bridge, uncheck the Enable box, then check 'Hide Unused Button'.

Patient Reviews: Podium is a preferred patient review service provider. 

  • Click the button to see more info; you won't be charged.
  • If the Podium Bridge is already enabled, click to launch your account in Dental Intel.
  • To remove the button(s), go to Program Links, double click the bridge, uncheck the Enable box, then check 'Hide Unused Button'.

Troubleshooting
Problem: 'Locked' shows next to the report and when I attempt to generate it, I receive a message that I do not have permission to run it.
Solution: You do not have access to 'locked' reports. Access is controlled by user group in Report Setup - Security Permissions.

Problem: When I click Standard Reports, I receive the following message: At least one insurance payment is not finalized. Reports will be inaccurate until all payments are finalized.
Solution: This means that at least one claim payment has only been partially entered, or an insurance check is not finalized. To fix this error, complete the following:

Run query 971 in Query Examples to identify the claims. Partial payments and unfinalized claims will list.

  1. For partial payments, note the check date. Click Manage, Batch Ins. Make sure the date range on the Batch Insurance Payments window includes the check date. The partial payments will be indicated with an X in the Partial column. Double click the payment and either attach a payment or delete it.
  2. For unfinalized claims, note the patient number. Select the patient, open the unfinalized claim or claims, and click Finalize Payment.

Also see Webinar: Payment Not Finalized Error.

 

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