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...
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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...
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Daily Trial Bank Deposit: Used to verify payment entries and balance to the bank deposit (cash and cheques) plus POS-‐‐ Point of Sale record (debit and credit cards). It is...
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Description Following up on claims is an important weekly task. The Insurance Outstanding report will help you find Unpaid , Partially Paid and Unbilled claims. Note that Unbilled Claims are identified...
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Description The steps below will help you verify your appointments for the day. This report is a fantastic way of double checking your work for the day, ensuring all appointments...
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Description This article will guide you through updating planned treatments to the currently used fee guide. Typically this done each year after fee updates. Step-by-Step Visit the Transactions module Click on the Calendar...
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