The following is a quick guide to commonly used reports:
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Run this Report: |
How can I find out what proportion of the money I have taken has gone to Payors versus Private? |
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Which payment methods were used to pay for treatment? |
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Similar to the Receipt Analysis report, this shows the allocated amount totals of all receipts and receipt adjustments for the selected set of practices and reporting period. A separate column is shown for each day in the reporting period that has a receipt or receipt adjustment transaction. |
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Which treatments have been carried out the most? |
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Which patients owe money to the practice? |
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Which patients have outstanding treatment? |
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How many new patients within a given period has the practice had? |
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How many patients have failed/cancelled in a given period? |
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What is the value of income that was lost due to these patients failing/cancelling? |
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How long has a particular patient spent in the chair? |
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How much potential income is ‘sitting’ on the system from incomplete courses of treatment? |
NOTE: Click on the report name to view more information about the report. For a more complete list of reports, see the Reports List section.