Custom Practice Information Report

The Custom Practice Information Report lists information that can be customized in your Dentrix Enterprise database, such as payment and adjustment types.

Why:

To ensure that certain custom practice information in your database has been set up correctly

When:

After Dentrix Enterprise setup, and as needed

Note: Generating a report in Office Manager requires the "Reports" security right. Viewing or printing a report in the Batch Processor requires the "Batch Processor, Print/Display Reports" security right.

To generate the Custom Practice Information List

In Office Manager, on the Reports menu, point to Reference, and then click Custom Practice Information.

Notes:

Whether the reference reports appear on the menu or not is determined by a setting.

Also, this option is available only if your user account has been granted the "Reports" security right.

A message appears.

Click Yes to send the Custom Practice Information List to the Batch Processor.

Preview and then print the report, or print the report without previewing it.

Important information this report provides

Definitions for the following categories can be found in the Practice Definitions:

Billing Types.

Payment Types.

Adjustment Types.

Custom Notes (for the classic clinical notes only).

Appointment Status.

Appointment Check List.