Running the Daily Provider Transactions Report

The Daily Provider Transactions Report lists all transactions for the day, according to the providers and Billing Types you selected. You can preview, print, or send via email previously generated reports at any time after you have generated them.

To run the Daily Provider Transactions Report

1.   In the Office Manager toolbar, click the Dentrix Reports button.

The Dentrix Reports window appears.

2.   Under Reports, double-click Daily Provider Transactions Report.

The Daily Provider Transactions Report dialog box appears.

3.   To run the report with the default settings, click OK.

The Daily Provider Transactions Report is listed, and a preview of the report appears.

Note: To view the data, you may need to enlarge the Dentrix Reports window, and go to the end of the report to view any graphs or charts.

4.   To view the day's grand totals, go to the end of the report.

5.   To modify the default settings in the Daily Provider Transactions Report dialog box, do one or more of the following:

·        Include Provider Totals – (Default) Select to include total transactions per provider.

·        Include Patient Overview – (Default) Select to include patient data.

·        Exclude Patient Phone # – Select to exclude patient's phone numbers from the report.

·        Transactions dated – Select one of the following options:

·        Today – (Default) Only transactions for the current date are in the report.

·        day(s) ago – Select and then specify the number of days you want to go back.

·        Select a date – Select, and then type a date, or click the calendar icon and select a past date. You cannot select a future date.

·        Transactions by – Select Entry date or Procedure date.

·        Select Providers – Click the Select all icon , and then select the providers that you want to include in the report.

·        Select Billing Types – Click the Select all icon , and then select the billing types that you want to include in the report.

6.   To save any changes you made to the default settings, click Save Options.

7.   To manage any saved options, click the Manage Saved Options icon .

The Manage Options dialog box appears.

8.   Do one of the following:

·        To rename the option, select it, click the Rename Selected Item icon, and then type a new name.

·        To delete the option, select it, and then click the Delete Selected Item icon.

Important: You can only rename or delete options that you have created.