The Daily Summary Report displays statistics for new guarantors, new patients, patients seen, appointments made, production, collections, and adjustments.
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Why: |
To generate a report of patient, appointment, and financial statistics to monitor daily activity |
When: |
Daily |
To generate the report
In DXOne Reporting, select Management, and then double-click Daily Summary.
The Daily Summary dialog box appears.
Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include transactions that have dates (based on the Date Type and Time Zone) within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
To include transactions that have dates (based on the Date Type and Time Zone) within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Time Zone - Select one of the following options:
Clinic Time - To use the clinic time zone to determine if a transaction is within the date range for the report.
UTC - To use Coordinated Universal Time to determine if a transaction is within the date range for the report.
Date Type - Select one of the following options:
Entry Date - To include a transaction based on the date that it was created (entered into the database).
Procedure Date - To include a transaction based on the date that was specified for it.
Notes:
Most of the time, a transaction will have the same entry and procedure date. They will differ only if you backdate the transaction.
Applied credits are included based on the allocate date instead of the entry or procedure date. So, credits that have been applied within the date range for the report will appear on the report even if the date of the credit is not within the date range for the report. For example, a payment dated 4/8/2022 can be partially applied on 4/9/2022. If the report is run for 4/9/2022, the applied portion of the payment will appear (with the 4/8/2022 date). However, any suspended amount will not appear.
Clinic - To filter the report by the clinics that are associated with transactions, do one of the following:
To include all clinics that you are allowed to generate the report for, select the All checkbox.
To include specific clinics, do the following:
Click the search button 
.
The Select Clinics dialog box appears.
Note: Only the clinics that you are allowed to generate the report for are available.
If the list is long, to search for a clinic by ID and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a clinic's ID and/or title in the ID and Practice Title boxes, respectively.
Click Show Results to view a list of matching clinics.
Note: To return to viewing the list of all the clinics, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more clinics.
Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.
Click Add.
Repeat steps b-d as needed to add other clinics.
Note: To remove a clinic that you added, select that clinic in the lower list, and then click Remove.
Click OK.
Billing Type - To filter the report by the billing types that are associated with patients who have transactions entered in their records, do one of the following:
To include all billing types, select the All checkbox.
To include specific billing types, do the following:
Click the search button .
The Select Billing Type dialog box appears.
If the list is long, to search for a billing type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a billing type's ID and/or description in the ID and Description boxes, respectively.
Click Show Results to view a list of matching billing types.
Note: To return to viewing the list of all the billing types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more billing types.
Note: To select multiple billing types, click a billing type, and then, while pressing the Ctrl key, click the other desired billing types. To select a range of adjacent billing types, click the first billing type of the desired range of billing types, and then, while pressing the Shift key, click the last billing type of the desired range of billing types.
Click Add.
Repeat steps b-d as needed to add other billing types.
Note: To remove a billing type that you added, select that billing type in the lower list, and then click Remove.
Click OK.
Payment - To filter the report by payment type, do one of the following:
To include all payment types, select the All checkbox.
To include specific payment types, do the following:
Click the search button .
The Select Payment Types dialog box appears.
If the list is long, to search for a payment type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a payment type's ID and/or description in the ID and Description boxes, respectively.
Click Show Results to view a list of matching payment types.
Note: To return to viewing the list of all the payment types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more payment types.
Note: To select multiple payment types, click a payment type, and then, while pressing the Ctrl key, click the other desired payment types. To select a range of adjacent payment types, click the first payment type of the desired range of payment types, and then, while pressing the Shift key, click the last payment type of the desired range of payment types.
Click Add.
Repeat steps b-d as needed to add other payment types.
Note: To remove a payment type that you added, select that payment type in the lower list, and then click Remove.
Click OK.
Adjustment - To filter the report by adjustment type, do one of the following:
To include all adjustment types, select the All checkbox.
To include specific adjustment types, do the following:
Click the search button .
The Select Adjustment Types dialog box appears.
If the list is long, to search for a adjustment type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a adjustment type's ID and/or description in the ID and Description boxes, respectively.
Note: The first character of a description is either a plus sign (+) for a debit adjustment or a dash (-) for a credit adjustment.
Click Show Results to view a list of matching adjustment types.
Note: To return to viewing the list of all the adjustment types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more adjustment types.
Note: To select multiple adjustment types, click a adjustment type, and then, while pressing the Ctrl key, click the other desired adjustment types. To select a range of adjacent adjustment types, click the first adjustment type of the desired range of adjustment types, and then, while pressing the Shift key, click the last adjustment type of the desired range of adjustment types.
Click Add.
Repeat steps b-d as needed to add other adjustment types.
Note: To remove a adjustment type that you added, select that adjustment type in the lower list, and then click Remove.
Click OK.
Patient Tag - Do one of the following:
To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.
To filter the report by the tags that are assigned to patients, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:
To include transactions for patients with any patient tag, select the All checkbox.
To include transactions for patients with specific tags, do the following:
Click the search button .
The Patient Tag Selection dialog box appears.
If the list is long, to search for a patient tag, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a patient tag name in the Tag Name box.
Click Show Results to view a list of matching patient tags.
Note: To return to viewing the list of all the patient tags, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more patient tags.
Note: To select multiple patient tags, click a patient tag, and then, while pressing the Ctrl key, click the other desired patient tags. To select a range of adjacent patient tags, click the first patient tag of the desired range of patient tags, and then, while pressing the Shift key, click the last patient tag of the desired range of patient tags.
Click Add.
Repeat steps b-d as needed to add other patient tags.
Note: To remove a patient tag that you added, select that patient tag in the lower list, and then click Remove.
Click OK.
Group By - Select one of the following options:
No Group By - For no grouping. The statistics, including totals, are not broken down by clinic.
Clinic - To group the report by clinic. The statistics, including totals, are broken down by clinic.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Important information this report provides
The report can be grouped by clinic. The following information can be used to monitor daily activity.
New Guarantors - The number of new families that were created in Family File.
New Patients - The number of new patients that were created in Family File.
Total Patients Seen - The number of patients who had procedures completed.
New Appointments - The total number of appointments made. An appointment is counted if it was newly created, rescheduled from the unscheduled list, or moved from another day. An appointment with multiple changes is counted only once.
Charges from Procedures - The total amount of charges. This does not include adjustments, finance charges, or late charges.
Patient Payments - For each payment type, the total amount posted. The total amount of all payment types also appears.
Adjustments - For each adjustment type, the total amount posted. The total amount of all adjustment types also appears.
