REPORT |
COMPARE WITH |
PEDS SPECIFIC |
SUMMARY |
---|---|---|---|
Accounts Receivable Aging by Ins and RP |
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No |
This report is similar to the previous report now named “Accounts Receivable Aging by Patient”. The key |
Accounts Receivable Aging by Patient |
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No |
Provides detailed financial information for the patients who match the criteria you designate for the report’s parameters. Can be run for Responsible Parties only, Insurance only, or Both. You can also select specific Insurances. |
Adjustments |
None |
No |
A very basic list of each adjustment posted within the date range. Transactions are listed in order by date/time posted. This report is based on Transaction Date and Location Assigned. |
Adjustments By Date Range |
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No |
This report lists all adjustments posted for a specific date range, location and transaction type. This report is designed to also include charges that do NOT ‘Affect Production’ (meaning the Affects Production box is not checked in the Transaction Type setup). This report is based on Transaction Date and Location Assigned. |
Appointment Classes |
None |
No |
Prints a list of all appointment classes in the Edit menu > Setup icon > Appointment Classes item. |
Appointment Schedule |
None |
No |
Lists every patient with an appointment and contains phone numbers and appointment detail. |
Appointment Status List |
None |
No |
Prints a list of all appointment statuses in the Edit menu > Setup icon > Appointment Statuses item. Includes the appointment status code, description, where it’s displayed (schedule/locator), and the locator position. |
Appointment Types |
None |
No |
Prints a list of all appointment types in the Edit menu > Setup icon > Appointment Types item. Includes the appointment type code, description, and length of the appointment type. |
Available Appointments |
None |
No |
Lists open appointments across one or multiple locations. You can search for appointments by Appointment Class or Appointment Type. |
Balancing Worksheet |
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No |
Lists the previous A/R from the start date that includes any contract starts, payments, charges, or adjustments during the date range to display the ending A/R for the date range. This report shows both responsible party and insurance A/R. This report is based on Transaction Date and Location Assigned. |
Case Starts by Start Date, (A) and (B) Report |
None |
No |
For any contracts started within the date range, displays Gross Fee, Discount Amount, Discount Type, Net Fee, Estimated insurance, Down Payment, Periodic Fee amount, Due Date, number of Periodic Fees and number of Tx visits. This report is based on Transaction Date and Location Assigned. |
CDT Code Count by Date Range |
None |
Yes |
Provides you with the count of CDT codes for posted/completed transactions for a given date range. Invalidated transactions are not included and if the count for a code is zero, the code does not display on the report. This report is based on Transaction Date and Location Assigned. |
Charges |
|
No |
This report lists every charge posted within the date range, listed in order by date/time posted. This report is based on Transaction Date and Location Assigned. |
Claim Status |
None |
No |
This report allows you to review reports created from Change Healthcare (Emdeon) pertaining to insurance claims they have received and processed. These reports are not available for those offices that use Dental Exchange for electronic claims processing. |
Completed Contracts by Date Range |
None |
No |
Provides information on contracts that have been completed by the desired date range. The completed date is determined by the last charge date in the contract. This report is based on Transaction Date and Location Assigned. |
Contact Info Types |
None |
No |
Displays the Contact Types created in the Edit menu > Setup > Contact Info Types item. |
Contract Starts by Date Range |
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No |
Categorizes contract starts into New Case Starts and Additional Starts, as well as by Treatment Fee Charge types. Lists patient information and the gross fee. This report is based on Transaction Date and Location Assigned. |
Contracts by Start Date |
None |
No |
All contracts started within the date range are listed by location and includes the gross fee, discount and net fee. This report paints a clear picture of how discounts are applied to contracts over a date range and can be utilized to compare new contracts per location. This report is based on Transaction Date and Location Assigned. |
Daily Close Reports |
|
No |
All transactions that have been posted since the previous daily close was completed. This report is based on Transaction Date and Location Posted. |
Daily Collections |
None |
No |
Lists every patient with an appointment AND a due now balance on the responsible party or Insurance ledger. |
Daily Receipts Recap |
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No |
This report breaks down the receipts and totals for designated dates and locations. Daily Receipts Recap does not include Voided Credit Cards. This report is based on Transaction Date and Location Posted. This report is based off of the Daily Close Reports and will not match the Receipts by Date Range Report. |
Daily Totals |
None |
No |
Lists the production, charges, receipts, and adjustment totals for each daily close. This report can ONLY be used AFTER a month has been closed. This report is based on Transaction Date and Location Posted. |
Deferred Revenue Totals |
None |
No |
Accounts for all New Case Starts and any Production Adjustments posted in the date range (not including discounts). |
Employee List |
None |
No |
Prints a list of all employees in the system. Includes the Employee Code, Last Name, First Name, Title, Birthdate, Employee Type, and if they are deleted or not. |
Employee Time Card |
None |
No |
The report lists all employee time stamps within the date range. |
Employee Time Card By Day |
None |
No |
This report shows a breakdown of time card time stamps per employee for a date range. It is broken down by individual days, giving the total hours/minutes per day and the total hours/minutes per range. |
Employee Time Card By Location |
None |
No |
The report lists all employee time stamps within the date range separated by location. It is broken down by individual days, giving the total Hours + Minutes and Total Minutes per range. |
Employer List |
None |
No |
This report lists all employers set up in the Edit menu > Setup icon > Employers item. |
Fee Schedule |
None |
Yes |
This report lists Procedures and the respective Fee Schedules. The report displays the Transaction Type (Procedure) with it’s description, CDT Code, and Transaction Type code. It includes the Fee Schedule Name along with the Location, Amount/Allowable, Chargeable, and Patient Copay for each procedure. |
Financial Date of Service |
None |
Yes |
Must be printed from the patient’s Date of Service tab even though it shows in the reports list. |
Financial Ledger |
None |
No |
This report shows the history on a selected tab of the patient’s ledger for a given date range. It has the same options for printing the ledger history from the patient’s ledger. |
Gaidge Reports |
None |
No |
Gadige ID and Gaidge Counts are used by practices who have signed up with our vendor partner Gaidge. Gaidge manages this information. |
Kept Appointments |
None |
No |
Organized by appointment type, lists appointments patients kept, or the office dismissed. This report ONLY looks at past appointments, not future appointments. |
Label - Single Address (3.5 x 1) |
None |
No |
User can print an envelope or single address label from the Relationships and Referrals tabs in Edit Patient. |
Missed Dental Chart Clinical Notes |
None |
Yes |
This report lists all patients who had a treatment completed in the Dental Chart on a specific date but do NOT have clinical notes entered with the same date. |
Missed Treatment Card Entries |
None |
No |
This report gives all patients who had an appointment within the date range but do NOT have a Treatment Card Visit entry with the same date. |
Monthly Close Reports |
Daily Close Reports |
No |
Displays all transactions associated with the monthly close. This report is based on Transaction Date and Location Posted. |
Monthly New Patient Exams |
None |
No |
Lists patients who have a new patient exam date within a designated date range. |
Monthly Review |
None |
No |
This report provides advanced data breakdown with graphs/charts regarding Production, Collections, Exams, and past due amounts (AR). |
Net Receipts By Date Range |
None |
No |
Lists all payments posted by location, then by payment type. Each Location has a section for Payments and a section for Adjustments. Adjustments include Reversals, Corrections, and Voids that were applied within the date range. |
New Patient Status |
None |
No |
Provides detailed information on patients whose entry date (in Tracking) falls with a designated date range. You can use the information to track the new patients added to your office’s database. |
Operatory Schedule |
None |
No |
Displays the operatory schedule in landscape orientation, sorted by appointment time – by default – or you can sort by patient name. The columns with balances are intentionally missing the column headings and the decimal points to keep the report ‘protected’ if left out in the treatment area of the office. From left to right the columns are Past Due, Current Due, Due Now, and Total Due. The financial balances include BOTH insurance and responsible party balances. |
Operatory Schedule (Portrait) |
None |
No |
Displays the operatory schedule in portrait orientation, sorted by appointment time – by default – or you can sort by patient name. The columns with balances are intentionally missing the column headings and the decimal points to keep the report ‘protected’ if left out in the treatment area of the office. From left to right the columns are Past Due, Current Due, Due Now, and Total Due. The financial balances include BOTH insurance and responsible party balances. |
Orthobanc Payments |
None |
No |
Lists all information for each statement date if you use OrthoBanc as your payment processor. |
Patient Appointments |
None |
No |
Lists all the appointments scheduled for a selected patient. You can also access this report from Edit Patient window, Appointments tab. |
Patient Birthday Labels |
None |
No |
This report lists names and addresses for any patient in an active patient status that has a birthday within the date range. Formatted to fit Avery 5160. |
Patient Chart Labels |
None |
No |
This report lists patient last name, first name and patient ID for any patients with future appointments that match the search criteria. |
Patient Flow Details |
None |
No |
Pre-requisite: For this report to accurately reflect each category, it is vital that your office moves appointments sequentially from Scheduled to Waiting to Seated to Ready for Checkout and then Dismissal. Failure to move the appointment sequentially through all appointment statuses causes some of the categories to display inaccurate times. Displays each appointment within the designated date range. Displays the time for Appointments, Check In, Lobby, On Deck and Chair, Ready for Checkout, and Total Time. Pro Tip: utilize the "Enable Lightbar Dialog" Location Setting to always prompt for the correct Assistant and Provider for the appointment |
Patient Labels |
None |
No |
Lists Patient Names and Addresses for any patients who match the Patient Status and Status Start Date criteria. This list is formatted for Avery 5160. The date range applies to the patient’s Status Start Date found under Edit Patient, Tracking tab. |
Patient Route Sheet |
None |
Yes |
The route sheet gives a full breakdown of the Patient, Insurance, Treatment Information, Account information, and continuing care PER each appointment. |
Patient Statistical Profile |
None |
No |
Provides a detailed list of patient statuses and the patient count and percentages for each patient status. Breaks down patient counts into adults and children. |
Patient Status Changes by Date Range |
None |
No |
This report will display status changes patients have gone through over a time span. The parameters allow the user to set a date range, filter the From and To for the statuses, and the location(s) and |
Patient Tray Covers |
None |
No |
Provides useful information related to a designated patient and their treatment card history. Note: Some offices print the patient tray cover report before the patient day begins. |
Patient Tray Covers No Treatment Plan |
None |
No |
Provides useful information related to a designated patient and their treatment card history, excluding the patient’s treatment notes and treatment plan. |
Patients by Appointment Status |
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Patients By Birthday |
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Patients By Patient Status |
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Patients By Referring Party |
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Patients Needing Appointment |
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Patients Needing Continuing Care |
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Yes |
This report allows you to look for any patients whose continuing care "recall" falls within the date range. |
Patients Over Estimated Completion Date |
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Patients Per Insurance Company |
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Person History Changes |
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Practice Monitor by Date Range |
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Practice Summary |
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Prescription Audit Trail |
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Yes |
You can use this report to view or print out a list of prescriptions by patient. You can also filter by provider and patient as well as filter out expired and striked prescriptions. The report includes Patient ID, Patient Name, Rx ID, Date, Entered By, Provider, Drug Name, Dispense, Refills, Pharmacy, Exp. Date. |
Procedure Detail |
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Procedure Summary By Assistant |
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Procedure Summary By Location |
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Procedure Summary By Month |
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Production By Date Range |
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Production By Transaction Type |
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Yes |
You can view production broken down by transaction. Does not include production from insurance companies, only RP amounts. |
Production Sheet |
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Yes |
You can view what charges and adjustments were made under a specific provider which, at a glance, should cut down on things being posted under the incorrect provider. This report does not show reversals. Would want to run the Production by Date Range report for that. |
Recall Labels |
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Recalls |
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Recalls By Date Range |
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Receipt Summary By Date Range |
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Receipt Summary By Payment Type |
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This report is based on Transaction Date and Location Posted. |
Receipts |
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Receipts By Date Range |
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Based on actual Date/Time of the payments and will not match the Daily Receipts Recap report. |
Recurring Payment Report |
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Referral By Source |
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Referral Labels |
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Lists Names and Addresses for the matching referral source. This list is formatted for Avery 5160. The date range applies to the patient’s Entry Date found under the Edit Patient, Tracking tab. Names and address can be sorted for viewing. |
Referral List |
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Lists the name of the referring party, their profession, contact information as well as the number of patients referred within the designated date range and the total amount of the contracts that were started for the Referred Patients. |
Referral Sources |
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Lists every referral source that has referred a patient to your practice throughout time. Both the referral source name and number of patients referred are displayed. There are no parameters for this report. |
Saved Payment Methods |
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Scheduled Appointment Types |
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Signed Financial Arrangements |
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Spotlight History By Patient |
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Summary Of Activity |
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Today's Financial Report |
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ToDos by Date Range |
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Transaction Types |
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Treatment And Financial Summary |
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Unallocated Credits |
None |
Yes |
This report is designed to see what is currently listed in the Unallocated section of the Date of Service for a patient. It is there to help them see at a glance if there are patients who owe money, but have money available to be allocated out to pay for the services. |
Unscheduled Treatment Plans |
None |
Yes |
This report lists patients who have treatment plans and haven’t scheduled corresponding appointments. This report also provides the ability to include patients’ unused insurance benefits amounts. Users have the option to display or hide patient details on the report. |
Unsigned Treatment Card Entries |
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