Is there a Report that Shows the Payments Received by a Dentist for a Specific Time Period?
Summary:
Yes. The Summarized Daily Totals report shows the total values for each transaction type (fees, payments, write-offs, etc.), for each day within a selected period, and overall totals for the period in an extremely condensed format. There are no patient details on this report.
Keep in mind the following prior to running the report:
- You will be prompted to enter the ID of the provider for whom you wish to print a report. If you leave the default of ?-Overall Practice the report will include all the providers who have the Track Receivables flag selected in the Provider file.
- If a Provider has performed services under multiple IDs, the IDs will be shown beside the Provider name at the top of the report page.
Steps:
1. From the toolbar select Reports, Financial then Summarized Daily Totals.
2. Leave the default of ?-Overall Practice to obtain a report of all tracking practices including the overall. Or specify the practice ID required.
3. In the From and To fields accept the default date range or edit to a different date.
4. Select Show Monthly Totals Only to print a listing of the totals for each month.
Selecting the option of Show Monthly Totals Only will condense the results of the report even further by consolidating all Financials from each day into one value per month.
For example, if you select a date range of one year and check this option the resulting report will be easily comparable month to month.
5. Click the Preview button to view the report on screen or click the Print button.
Product (s): ABELDent
Category: Reports
Classification: Public
Date Created: 03 July 2015
Created by: Brian Neale