The operator day sheet lists financial transactions (charges, payments, and adjustments) that have been posted and displays some patient and practice statistics.
|
Why: |
To print a record of transactions for today |
When: |
Daily |
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 operator day sheet
In
Office Manager, click the Operator Day
Sheet Report button 
on the toolbar.
Notes:
Whether this button appears on the toolbar or not is determined by a setting.
Also, this option is available only if your user account has been granted the "Reports" security right.
The report is sent to the Batch Processor.
Preview and then print the report, or print the report without previewing it.
Important information this report provides
Transactions - Charges, payments, and adjustments.
Transaction Details - The following details appear for each transaction: entry date, procedure date, patient name, tooth numbers, description, charge or credit amount, provider, and clinic.
Grand Totals - The following information appears in the Grand Totals section for the current date:
Charges - The total amount of the procedures posted, the amount of the procedures that were posted for patients with Medicaid (included in the total charges), and the total amount of the finance charges posted.
Payments - The total amount of all payments made (the payments are broken down by type), and the amount of the payments made by Medicaid.
Adjustments - The total credit and charge adjustments.
Statistics - The number of unique encounters, patients, and number of patients with Medicaid (included in the Patients total) appear.
