Best Practices

Appointment Day Sheet Print Out Printing a record of your appointment schedule daily can help keep you prepared for days when there's unexpected system or power issues. This report can...

Treatment Status Report Found in the Transaction Module under the Month End Task icon, there is an interactive Treatment Status report that can be used to track outstanding treatment plans...

Processing Held Payments Found in the Transaction Module under the Month End Task icon, the Process Held Payments is a working report which can generate a list of patients with...

Ortho Plan Fees  Found in the Transaction Module under the Month End Tasks icon, the Ortho Plan Fees options will find all Active Ortho Plans with outstanding Fees or Payments and post them on...

Interest Charges Found in the Transaction Module under the Month End Task icon, the charge interest options allows you to manually trigger the software to charge interest on overdue balances....

STATEMENTS Statements should be generated at least once a month for your practice.  Statements can be sent via paper or by email (Providing the Account is set to email statements)....

PRODUCER PRODUCTION ANALYSIS REPORT The Icon for Producer Analysis Report accesses the Producer analysis and the Payment Analysis.  When running the Producer Analysis, you have to option to Include the...

Month End Report: This report is under the Billings tab. Run it at the end of the calendar month. All production and collections for each day worked are on this...

Day End Procedures End of Day Reporting At the end of each day it is recommended to run the Bank Deposit and Day End Report. These reports are located in...

Day End Report: This report is under the Billings tab. Run this report at the end of each business day. All production and collections for the day are on this...