1.9.1 End of Day Reporting

It is recommended you run some reports at the end of the day to check your work. These reports are located in the Reports Manager module, found under the Office menu item. These reports have many options and can be set to default to specific settings.

Icons

The above icons are very common throughout Power Practice, often appearing in reports.

Preview: The magnifying glass and paper icon allows you to preview the report before printing

Printer: This icon starts the printing process

Padlock: This icon saves your current report options/settings (active and inactive tick boxes)

Daily Trial Bank Deposit

This report is used to verify payment entries and balance your bank deposit cash, cheques and point of slaes records(Debit and Credit cards).

Compare your Point of Sales and other payment method totals to the reported total you get from this report. If you missed entering a payment in either Power Practice

or vice-versa, you can easily identify the issue and remedy it. You can also run it half through the day to ensure you are on-track and better prepared for the end of the day.

Day End Report

This report is used to verify all transactions posted for the day (Treatment entry, office charges, payments and adjustments) and actions taken throughout the day, like adding new patients or accounts, deleting treatments and much more. It is possible to run the Day End Report to cross reference throughout the day as well. Performing any of the above actions will require the Day End Report be re-run (prompts begin to appear reminding you that you have not done your day end).

You can find a more thorough explanation of these and many more reports in our Best Practices section of our Website.