Reporting
Interactive Reports
New Reports Menu
Denticon Statement Services
Recording Sent Letters
- I need to generate a specific letter for a patient. How do I print a single letter for one patient?
- If we print a letter, is that recorded anywhere?
- We generated a letter for one patient, but a letter generation shows up in every patient’s Notes screen. What happened?
- Why are we not able to view a document we generated for a patient?
Generating Periodic Statements
- Someone in our office accidentally applied finance charges to multiple accounts. How can we undo this?
- Our patient received a statement from an office that is not their home office and that they did not receive treatment in. Why?
- We Are a Multi-Location Practice. How Does This Affect Statements and Statement Settings?
- Is there a way to email/text a statement to a patient through Denticon?
- Our office is subscribed to E-Statements. How does this feature work?
- How can our office update our Finance Charge settings and apply the charges to our past due accounts?
Reports Matrix
Electronic Signing on Letters
Update Statement Dates and Close Out
- How do we unclose a patient's statement so that we can enter in transactions on the day of the statement or before?
- Why do I see a statement sent in the ledger for an account with a $0 balance?
- What is the best way to protect the financial integrity of my office’s recorded transactions?
- What is the difference between a Statement Update and a Close Out?
- I notice there is an Update Statement Dates button when I run my monthly statements. I also notice a Close Out button in the Setup area. What do they do, and when should I use them?
- When we generate batch statements, sometimes the statements are several pages long for an account. We sometimes see statements that show several years worth of transactions. Is there a way to not print all ledger transactions on the statements?
HIPAA document
Routing Slips
Letter Setup
- We see patients who speak another language (i.e. Spanish) and need a printed document for them. How can we create these resources to print?
- How to Setup Referral Forms
- How to create larger font Consent Letters for easier viewing
- How are we able to control which letters appear for selection?
- Our office is unable to edit a letter even users with administrator rights. Why is this happening?
- How do I add a new letter?
Deleting Letters
Daily Reports
- My patient requested a bill for only the procedures a payment applied towards for HSA/FSA. How can I provide this?
- Can we run a report showing our office's collection by code?
- We are running the Daily Journal report and we see adjustments showing up in the column for charges instead of the adjustments column. Why?
- We ran the Daily Audit report, a patient is showing as missing a transaction in the ledger, but there was a transaction posted. Why?
- What is the Special Transaction report and what can it be used for?
- How do we understand the Production Analysis report?
Recall Reports
- Denticon generates our recall due postcards. When do the recall postcards get generated and sent to the patients?
- How do I generate a report of patients who are due but currently not scheduled?
- When we generate our “Recall Due/Overdue but Not Scheduled Report” there are patients on the list who are already scheduled. What did we do wrong?
- How may a patient be removed from the recall reports?
Contract Reports
Monthly - Yearly Reports
- Sometimes when running the income allocation report the ending balance of one month does not match the starting balance of the next month. What could cause this?
- Can We Run an Aging Report for Balances Over 120 Days?
- What should our office consider at the end of each year?
- Which reports and activities does Denticon recommend to generate at the end of each month, and at the end of each year?
Postcards
Patient Reports
- The report for online registered patients shows an "Active" field. What do the true/false statuses mean?
- How do we generate a report of patients that completed the Online Registration forms?
- Our office utilizes the Ortho Payment Plan and Ortho Treatment Card feature. What report options do we have to track those patients?
- How can I quickly print a 'Walkout Report' for a patient at the end of their appointment?
- How do I print a list of the patients Pre-Existing conditions?
- We want our patient to review the demographic information we have entered in Denticon. How are we able to generate a document for the patient to review?
Paper and Envelopes
Treatment Plan Reports
- We need to know which patients have a particular code in the Treatment Plan, for example: scaling and root planning. Is there a report we can generate which will show us the patients who have a specific procedure code in the Treatment Plan?
- Our office has an electronic signature pad. Is there a way for our patients to sign the treatment plan using the signature pad?
- How do we understand the Treatment Plan Analysis report?
Label Size
Recall Reports
- The recall reports screen has a “Post-Op Report” and a “Procedural Recall Report” listed. What is the difference?
- We recorded a procedure code in a patient’s transactions. When we generate the procedural recall report, the patient does not appear on the report. What is wrong with the patient’s transaction?
Appointment Reports
- Are we able to track how long a patient waited in reception before being moved to the operatory, as well as how long they were in the operatory?
- Is there a report that we can generate at the end of each month to determine how many appointments were scheduled?
- Is there a report we can run to show our monthly lab costs?
- What is the SmartAssist Report Card?
- Can I run Smart Assist Report Card Report for future dates?
- How can I modify the list of cancellation reasons when an appointment is cancelled?
Referral Reports
- Our office wants to generate a report to understand from where our patients are referred. Which report should we consider?
- Our office wants to generate a report to understand how well our referral sources are promoting our practice to our patients. Which report should we consider?
- Our office wants to generate a report to understand the financial impact to our office related to our referral sources. Which report should we consider?
- Our office wants to generate a report to understand which of our patients we have referred out. Which report should we consider?
- Our office wants to generate a report to view all our referral sources. Which report should we consider?
Procedural Recalls
- I need to generate a report to know how many patients our office has seen for a particular procedure code. How can I get a report to know this?
- I need to follow up with my patients who have had difficult procedures done such as root canals or extractions. How do I get a report to know who I need to contact?
Insurance Reports
- ERA 835 Denial Report
- We want to make sure that all our insurance claims are able to be generated. How are we able to understand if we need to correct the billing order for posted procedures?
- How can I generate a list of all insurance claims not paid?
- Is there a report to view the claim statuses our office entered in our patient’s insurance claims?
- We need to understand which claims were generated during a period of time. Which report will provide a list of all claims transmitted by our office?
- How can I understand which insurance plans, insurance carriers, and employers are entered?
Management Reports
- How do I print a list of appointments that have been deleted?
- How can I generate a list of all Responsible Parties who owe money to the practice?
- Why does my outstanding claim report differ from the outstanding claims shown on the aging detail report?
- We have accounts which have credit balances. How can we understand which accounts those are?
- How are we able to generate a report which shows production for all codes that we completed within a time frame?
- We pay our providers based on collection. What is the best report to use?
Printing Problems
- When printing a letter from Denticon, the full letter doesn't print cutting off some of the text on the page. Why is this happening?
- I can’t get the report to appear on my screen, the wheels keep turning. Any suggestions?
- I’ve downloaded the current version of Adobe Acrobat Reader, but I still can’t see the reports. What do I do?
- One of our computers is not printing reports, forms, and letters from Denticon. We are able to print a test page, a document, and a web page. We have a problem only when printing from Denticon. Why won’t Denticon print our letter, report, or form?
- When our office generates a document to Adobe Acrobat Reader using the “Print/Preview” button we cannot print or save the document. There not a Save, or a Print button. There is only the option to “Export to Excel” but we don’t want to do that. How can we
Aging Reports
- My Executive Summary doesn't match my Aging Report? How do I know which is correct?
- How can I know how much money is owed to the practice and which Reports shows balances owed by patient and by insurance?
- We are a multi-location operation, and are unsure of the correct Aging report to generate. Which reports are recommended?
- We are a multi-location operation. When we generate our Aging Report, there are accounts in the report which have a $0 balance in the ledger. What is wrong?
Lists - Patient, RP, Insurance, Fees and MORE
- How does the fee schedule effective dates reflect on the fee schedule reports?
- How can we generate a list of Responsible Parties in our account?
- How can I print an insurance plan benefits and coverage details?
- How can I find patients who are and are not indicated as having a HIPAA agreement on file with our office?
- Is there a report which will help our office know the number of patient records?
- Our office needs a report which shows our patients’ name, address, phone, and email address. What is the best report?
Ledger Reports
Report Generation
- How to Transition to the New SFTP Server for Nightly Data Download (BCP)
- I'm trying to run a report but I am getting an error "The request failed with HTTP status 503: Server Error"
- How can we quickly find reports in Denticon?
- We entered transactions, and generated a report. The transactions did not show up on the report even though we see the transaction in the patient record. What happened?
Managed Care/Capitation Reports
Pre-Authorization Reports
Patient Reports
- Our patient wants a receipt for today's activities (payment, transactions, next appointment). How can I print a receipt for the patient?
- A patient wants to know how much she has paid in dental services for the year. What can I give the patient?
- A patient wants to know which claims were paid and which claims are still outstanding. What’s the best way to get this information?
- How may we print blank registration forms for the patient to fill out?