Dentrix Ideas

DETAILED REPORT TO SHOW PATIENT NAME & $ AMOUNT ADDED TO SCHEDULE FOR SPECIFIC DATE RANGE


Create a report to substantiate the Treatment Accepted $ amount on the morning huddle report. The report should include patient name added to the schedule, provider the appt is with, and dollar amount added to the schedule. It would be great to allow for a range of dates. Example: today I can run a report for today through whatever date I select to see what was added to schedule. Right now, the amount shown in morning huddle does not state for what month the treatment was added.


  • Valerie
  • Oct 16 2024
  • Needs review
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