Denticon highly recommends to generate several reports in order review each day’s transactions for accuracy before claims and/or a daily “close out” of the data is done.
- To understand the day’s Production (aka: completed procedures) … generated for only “Services”
- Reports / Daily Reports / Daily Journal - Format: Detail - Transaction: Services
- Reports / Daily Reports / Daily Journal by Provider - Format: Detail - Transaction: Service
- (For multiple offices) Reports / Daily Reports / Daily Journal - Format: Detail - Office/Group: Include All or Select Group - Transactions: Services
- (For multiple offices) Reports / Daily Reports / Daily Journal - Format: Summary - Office/Group: Include All or Select Group - Transactions: Services
- (For multiple offices) Reports / Daily Reports / Daily Journal - Format: Detail - Office/Group: Include All or Select Group - Transactions: Services - Group by: Provider
- To understand the day’s Collection (aka: payments) … generated for only “Payments”
- Reports / Daily Reports / Daily Journal - Format: Detail - Transactions: Payments
- (For multiple offices) Reports / Daily Reports / Daily Journal - Format: Detail - Offices/Groups: Include All or Select Group - Transactions: Payments
- Reports / Daily Reports / Daily Collection - Format: Detail - Collection by: Provider
- (For multiple offices) Reports / Daily Reports / Daily Collection - Format: Detail - Offices/Groups: Include All or Select Group - Collection by: Provider
- For a “Top of Mt Everest” management review
- Reports / Daily Reports / Executive Summary
- Reports / Daily Reports / Executive Summary by Provider
- Reports / Monthly Reports / Executive Summary
- To understand that the patients’ appointments have key transactions recorded (i.e., transactions, progress notes)
- Reports / Daily Reports / Daily Audit Report
- To understand if a patient did not pay the expected estimated patient portion and/or previous balance
- Reports / Office Reports / Hawaii Family Dental Reports / Uncollected Copay
- To Generate Periodic Billing Charges so that the Ledger reflects the proper amount due when a patient has a payment contract on file
- Utilities / Generate Contract Charges / Generate Ortho Payment Plan Charges
- Utilities / Generate Contract Charges / Generate Regular Payment Plan Charges
- Utilities / Generate Contract Charges / Generate Charges by Practice (if a multi-location practice)
- To understand the recorded patient Progress notes
- Reports / Daily Reports / Patient Progress Notes
- Reports / Daily Reports / Unsigned Progress Notes Report
- Reports / Daily Reports / Missing Progress Notes
- To understand which claims have not been created
- Reports / Insurance Reports / Claims not created
- Reports / Insurance Reports / Claims not created
- To understand which claims are on Hold, for consideration to release the Hold in order to generate a claim for payment
- Reports / Insurance Reports / Procedures on Hold
- To understand which patients have procedures posted prior to attachment of an insurance plan, for which the posted billing order must be edited in order to generate a claim for payment
- Reports / Insurance Reports / Unbilled Report Due to No Insurance
- To understand which patient appointments have a lab outstanding for follow-up
- Reports / Appointment Reports / Appointment List – Lab
- To understand the reliability of appointments satisfied by the patient, and to reschedule missed/cancelled appointments
- Reports / Appointment Reports / Appt Cancellation List (NOTE: this is a historical listing of cancelled appointments)
- Reports / Appointment Reports / Missed Appointment List (NOTE: this is a historical listing of missed appointments)
- Reports / Appointment Reports / Appointment Call List
- To understand New patients within the office
- Reports / Lists / Patient List / New Patient Thru Appointment
- Reports / Appointment Reports / New Patient Thru Appointment
- Reports / Lists / Patient List / New Patient List
Denticon recommends to generate reports to prepare for the following day.
- Routing Slips
- Reports / Appointment Reports / Routing Slips
- Reports / Daily Reports / Daily Routing Slip
- Tomorrow’s Schedule
- Reports / Appointment Reports / Appointment Detail
- Daily Scheduled Production
- Reports / Daily Reports / Daily Scheduled Production
- Reports / Daily Reports / Daily Scheduled Production
- Patients for the day
- Reports / Appointment Reports / Appointment Pull Chart List
- Reports / Daily Reports / Appointment Pull Chart List
These reports user-based reports are recommended to ensure staff efficiency toward daily activities:
- To review the transactions entered by a particular user
- Reports / Daily Reports / Daily Journal by User – Detail
- Reports / Daily Reports / Daily Journal by User – Detail (by created date)
- To ensure the user is entering appointments
- Reports /Appointment Reports / Appointment Detail By User