Reports 

From the Main Menu, Select Reports.

User Query. This is the custom report generator for any report you need that does not already exist on this list.

Laser Labels

Production and Income

Daily reports are reports that are typically run daily in most offices. They do not need to be run unless you need them for your records.
     Adjustments
     Payments
     Procedures
     Writeoffs
     Incomplete Procedure Notes
     Routing Slips

All Monthly reports should be run every month. They are part of the billing process and are covered briefly in the Billing section.
     Aging Report - Used to generate a list of patients who owe the office money.
     Claims Not Sent - Claims that have been created, but not sent.
     Capitation Utilization - Only if you use Capitation plans.
     Finance Charge Report - Optional, after you run finance charges.
     Outstanding Insurance Claims - Claims that have not been received back from insurance.
     Procedures Not Billed to Ins - Procedures that someone forgot to send to insurance.
     PPO Writeoffs - If you are using the PPO feature, these two reports will give you comparison with regular fees.
     Payment Plans - Patients who owe money on a Payment Plan will not show up on the Aging report. This report complements the Aging report.

Lists included are:
     Appointments
     Birthdays
     Insurance Plans
     Patients
     Prescriptions
     Procedure Codes
     Referrals

Public Health