Creating day sheet reports

The Day Sheet Report consists of five different report types: Chronological Day Sheet, Alphabetical Day Sheet, Receipts Only Day Sheet, Adjustment Only Day Sheet, and Deposit Slip. You can generate each report type simultaneously, but each type prints separately.

The Day Sheet Report includes the transaction date, patient name, tooth number, procedure code and description, charges and payments, billing type, attending provider ID, and patient’s phone number. The report also includes grand totals, number of new patients, number of patients seen, average production per patient, average charge per procedure, previous accounts receivable, and the net change in the accounts receivable. It displays this data by current, month-to-date (MTD), year-to-date (YTD), and previous month calculations.

To create a day sheet report

1.   In the Reports toolbar, click the Management Reports button, and then click Day Sheet (Charges and Receipts).

The Day Sheet dialog box appears.

 

2.   In the Report Date field, type the date that you want to appear on the report.

Note: The default is the current date.

3.   Do the following:

·        Select Provider – Select the range of providers that you want to include. Click the From search button to select the starting provider for the range and the To search button to select the ending provider. To include all providers, leave <ALL> selected in both fields.

·        Select Billing Type – Select the range of billing types that you want to include. Click the From search button to select the starting billing type and the To search button to select the ending billing type. To include all billing types, leave <ALL> selected in both fields.

Note: Year-to-date (YTD) and previous month totals will not print if you select a “billing type” range.

·        Select Date – Type the date range that you want to include in the From and To fields. By default Easy Dental enters the current date for the range.

4.   Select one of the following:

·        Entry Date – The system date when you posted the procedure.

·        Procedure Date – Differs from the entry date only if you changed the date you posted the procedure. The Day Sheet prints both dates when you generate the report by entry date.

5.   Under Select Totals, select one or more of the following:

·        Include MTD and YTD Totals – Month-to-date and year-to-date totals.

·        Include Extended MTD Totals – Extended month-to-date totals.

Note: Easy Dental only prints year-to-date and previous month totals if you print the Day Sheet Report by entry date.

·        Include Provider Totals – Totals for the selected providers.

·        Compare to Fee Schedule – Use to compare the fee with a fee schedule that you select. Easy Dental adds two totals to the Current column on the Day Sheet:

·        Total charges – The total amount of the charges as if each procedure on the Day Sheet were charged using the selected fee schedule.

·        Net difference – The difference between the actual charges and the fee schedule total charges.

6.   Under Select Report Types, you can select any one or combination of the following report types and print using the ranges and options currently selected from the Day Sheet dialog box:

·        Chronological Day Sheet - Prints a day sheet listing transactions in the order that you entered them. Treatment plan items entered before the current date and then set complete print before items actually entered on the current date. Chronological day sheets print faster than alphabetical day sheets because they are not sorted.

·        Alphabetical Day Sheet - Prints a day sheet sorted alphabetically by patients' last names.

·        Receipts Only Day Sheet - Prints only payment transactions.

·        Adjustment Only Day Sheet - Prints only adjustment transactions.

·        Deposit Slip - Prints payment transactions in a format suitable for a bank deposit slip. To learn more, click Formatting deposit slips.

7.   To save your settings for the next time you print a Day Sheet Report, select Save As Default.

8.   To send the report to the Batch Processor, click OK.