Daily Summary

The Daily Summary shows transactions for each provider, with subtotals for each of the provider's patients on the report. A report total for all providers is shown, as well. The report shows both ADA and insurance codes for each service. There are also columns for the UCR fee, billed amount, credits, and payment by type (cash, check, and so forth). The report does not include balances. The inclusion or exclusion of Ledger notes is determined by the status of the Suppress Ledger Notes option for the Daily Summary that is part of the end of day reports.

Tip: If the print preference to sort the day sheet alphabetically is selected, the report is sorted alphabetically by last name; otherwise, the report is sorted chronologically (in the order that the procedures were posted).

(Go to Quick Reports overview.)

 

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