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payment reports split by staff members
I need to print a daily report of payments only entered by myself... not including everyone in the office!This would allow me to balance all payments made via mail which are entered by different staff member other than the frontdesk staff who ente...
Created 8 Oct 07:55pm by Nancy
Office Manager / Reporting
0
Future consideration
1
Vote
create a spreadsheet for end of the month payments breakdown
this would help dr to see how much in cash, checks, credit card , and care credit and dental ins payments were received for the month
Created 4 Oct 02:57pm by Guest
Office Manager / Reporting
0
Already exists
1
Vote
Conversion to regular patient
I would love to see a way to run a report of emergency patients who have converted to regular patients. It would help us monitor our customer satisfaction.
Created 30 Sep 09:34pm by Guest
Office Manager
0
Future consideration
1
Vote
Need a place to enter Lab Fees
Need to be able to attach lab fees to dental codes for Insurance feed that do not include lab fees in their pricing. Would like to be able to have an option to attach to certain insurance companies. There might be different fees for different insu...
Created 26 Sep 06:17pm by Guest
Office Manager
0
Future consideration
1
Vote
A/R
When in office manager it would be wonderful to be able to print an accounts receivable report broken down into 0-30, 31-60, 61-90, 91-120 and 120+ days
Created 4 Sep 07:15pm by Guest
Office Manager
0
Future consideration
1
Vote
Be able to view total number of inactive patients.
This would show how many patients have been inactivated.
Created 3 Sep 08:06pm by Guest
Office Manager
0
Already exists
1
Vote
Separate New Patients by Insurance
We get military referrals for treatment but do not consider them a new patient since it is usually a one-time referral. We would like a way to see how many new patients we get per month without military referrals considered. They have a specific i...
Created 22 Aug 05:39pm by Guest
Office Manager
1
Already exists
1
Vote
Report showing production and estimated insurance payout for specific dates.
a report showing production entered for a specific day shows what is billed to insurance. What about a report showing actually received amounts for said day? so a report could be for DOS Jan 10 ran on April 1. will show payments made by insurance ...
Created 21 Aug 05:58pm by Guest
Office Manager
0
Future consideration
1
Vote
Security Settings
With most software programs I have used, there is a security setting that helps office managers limit the access of other employees. Such as clinical staff, doctors versus front office staff. The clinical staff does not need access to patients pay...
Created 7 Aug 07:25pm by Guest
Office Manager
0
Already exists
1
Vote
More flexibility with the Fee Schedule
Allow us to display and print only codes that have a dollar amount over $0. Allow a range of codes to be selected and printed.
Created 6 Aug 04:36pm by Colleen Craig
Office Manager
0
Future consideration
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