Miscellaneous report settings control the default options for standard reports.

In the Reports Setup window, click the Misc Settings tab.

Check a box to select a setting; uncheck a box to deselect.

Wrap columns when printing: Set whether or not column text is wrapped to the next line when viewing/printing Complex Report and User Queries.

• Checked: Column text is automatically wrapped when necessary.
• Unchecked: Text is not wrapped by default. If text exceeds the column width it is cut off. Text can be manually wrapped.

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 is included with patient names (e.g., 40-Marsh, Raphael).
• Unchecked: Patient number is not included (e.g., Marsh, Raphael).

Monthly P&I scheduled production subtracts PPO write-offs:

• Checked: Automatically subtract the write-off amount from anticipated production in Monthly Production and Income Reports (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: Do not automatically subtract the write-off amount from anticipated production in Monthly Production and Income reports.

Default to showing clinic info on Daily P&I report: Only available when Clinics are enabled in Show Features. Set the default setting for Show Clinic Info on Daily Production and Income report.

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

Default to showing clinic breakdown on P&I reports: Only available when Clinics are enabled in Show Features. Set the default setting for Show Clinic Breakdown in Production and Income reports.

• Checked: By default the report is grouped by clinic (Show Clinic Breakdown checked).
• Unchecked: By default, the report is grouped by date and intermingles clinics (Show Clinic Breakdown unchecked).

Show a verbose history when previewing reports: Set the default setting for verbose history when running reports via the Complex Report System.

• Checked: By default, a report query is populated 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 is not populated when a complex report is run.

Allow using today's date in Provider Payroll report: Determines whether or not the Provider Payroll Production and Income Report (detailed) can include today's date.

• Checked: Allow the date range to include today's date.
• Unchecked: Block the date range from including today or future dates.

Calculate write-offs by claim snapshot for today's date in Net Production Detail report: Determines which amount to use as the write-off in the Net Production Detail Daily Report.

• Checked: Use the write-off amount in the Claim Snapshot for today's date.
• Unchecked: Use the write-off amount for the current Claim Procedures ( claimprocs ).

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 on the Incomplete Procedure Notes Report.

• Checked: Box is checked by default to include patients with no notes on any procedures.
• Unchecked: Box is unchecked by default to exclude patients with no notes on any procedures.

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 on the Incomplete Procedure Notes Report.

• Checked: Box is checked by default to include unsigned procedures.
• Unchecked: Box is unchecked by default to exclude unsigned procedures.

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 Insurance Category.
• Unchecked: Does not apply all procedures to the General category.

Default to 'Date Range' tab in Outstanding Insurance Report: Determine which date filter type is the default for the Outstanding Insurance Claims Report.

• Checked: Report defaults to Date Range tab filter.
• Unchecked: Report defaults to Days Old tab filter.

Default to including hidden treatment planned prepayments on the Payments report: Determines the default state for the Include hidden treatment planned prepayments checkbox Daily Payments Report.

• Checked: The box is checked by default to include hidden splits (e.g., treatment planned prepayments) on the Payments report by default.
• Unchecked: The box is unchecked by default to exclude hidden splits.

Default selected date for PPO write-offs: Set the default setting for Show insurance write-offs in Production and Income, PPO Write-off, Daily Write-off, Monthly Production Goals, Custom Aging, and Receivables Breakdown reports. See Show Insurance Write-offs for more details.

• Insurance Pay Date: Default to use the date of insurance payment.
• Procedure Date: Default to use the date the procedure was completed.
• Initial Claim Date/Ins Pay Date: Default to using a combination of initial claim date for write-off estimates, and then insurance pay date for write-off adjustments.

Excluded Codes for Incomplete Procedure Notes Report: Determine which codes to exclude from the Incomplete Procedure Notes report. D9986 ( Missed) and D9987 (Cancelled) are entered by default. Click [...] to select additional codes.