The Batch Processor can become cluttered when multiple clinics have all their reports listed in Office Manager at the same time, so you can specify which reports to display or hide how reports are sorted.
To set up the Office Manager view
In Office Manager, click View on the menu bar.
The Office View Setup dialog box appears.
Set up any of the following options:
Clinic - To filter the reports by clinic, select one of the following options:
This Clinic - To view reports that have been generated in the clinic that you are currently logged in to.
All Clinics - To view reports that have been generated in any clinic.
Note: This option is available only if your user account has been granted the "View All Patients" security right for the Central clinic.
My Clinics - To view reports that have been generated in the clinics for which your user account has been granted the "My Clinics, View" security right.
Note: This option is available only if your user account has been granted the "My Clinics, View" security right in the "Office Manager" category for at least one clinic and if your user account has not been granted the "View All Patients" security right for the Central clinic.
Date - To filter the reports by date, select one of the following options:
All - To view reports that have been generated on any date.
Range - To view reports that have been generated within a specific date range. With this option selected, do one of the following:
To include reports that have been generated on any date, type <ALL> in both the From and To boxes.
To include reports that were generated within a date range that you specify, enter the starting date (in a mm/dd/yyyy format) of the range in the From box and the ending date (in a mm/dd/yyyy format) of the range in the To box.
To include reports that were generated on a specific date, enter that date (in a mm/dd/yyyy format) in both the From and To boxes.
To include reports that were generated within an open-ended date range, enter a date (in a mm/dd/yyyy format) in either the From or To box, and then type <ALL> in the other box.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Reports to Display - To filter the reports by type and/or user, select one of the following options:
All Reports - To view any type of report that has been generated by anyone.
Specific - To view specific types of reports that have been generated by anyone. With this option selected, under Specific/My Reports, select the checkboxes of the report types that you want to include: Billing Statements, Claims, Day Sheets, and/or Other.
My Reports - To view specific types of reports that have been generated by you. With this option selected, under Specific/My Reports, select the checkboxes of the report types that you want to include: Billing Statements, Claims, Day Sheets, and/or Other.
Sort Order - Specify how you want the reports to be sorted. Reports will be sorted according to the hierarchy that you specify. Do the following:
For First, select the primary column to sort the reports by (Date, Description, Clinic, Status, or Operator) from the corresponding list, and then click the corresponding Ascending or Descending option to specify to direction of the sort (for dates, chronologically or reverse chronologically; for other columns, alphabetically or reverse alphabetically).
For Second, select the secondary column to sort the reports by (Date, Description, Clinic, Status, or Operator) from the corresponding list, and then click the corresponding Ascending or Descending option to specify to direction of the sort (for dates, chronologically or reverse chronologically; for other columns, alphabetically or reverse alphabetically).
For Third, select the tertiary column to sort the reports by (Date, Description, Clinic, Status, or Operator) from the corresponding list, and then click the corresponding Ascending or Descending option to specify to direction of the sort (for dates, chronologically or reverse chronologically; for other columns, alphabetically or reverse alphabetically).
For Fourth, select the quaternary column to sort the reports by (Date, Description, Clinic, Status, or Operator) from the corresponding list, and then click the corresponding Ascending or Descending option to specify to direction of the sort (for dates, chronologically or reverse chronologically; for other columns, alphabetically or reverse alphabetically).
Note: You can specify different options for all four places in the hierarchy, you can specify the same options for all four places in the hierarchy (to sort by only one column), or you can specify the same options for some of the places in the hierarchy (to sort by fewer than four columns but more than one column).
Show Abort Dialog - To have a progress indicator with an abort button appear when a large number of reports are loading so that you can cancel the loading of the reports, select this checkbox.
Click OK.