Clinic Essentials Basic Reports - Clinic Essentials Knowledge Base

Clinic Essentials Basic Reports

January 29, 2013

The basic reports that should run are as follows:

Daily report: Daily Charges and Receipts (End of Day tab)
There are several versions of this report, it is up to the clinic which one they prefer to use.

Weekly report: ​Charges & Receipts Audit by Practitioner (End of Week tab)
This report should be reconciled to the Daily Charges and Receipts reports for the week and the totals balanced.

Monthly reports: ​Charges & Receipts Audit by Practitioner (End of Month tab)
This report should be reconciled to the Charges & Receipts Audit by Practitioner report that was run for the week.​

Monthly reports: Practitioner Production Report
This is a detailed report on everything that was sold for the month.

Yearly reports: Clinic Accounts Receivable (Patient) (Insurance) (Third Party) (A/R tab)
These reports *must* be run after the last billing in the old year and before the first billing in the new year. There is no way to reprint this report if it is forgotten as the totals will always be as of the date printed. 

Yearly report: Practitioner Production Report (End of Year tab)
This is a detailed report on everything that was sold for the year.

​All reports can be exported to the local computer in Excel or PDF format as well as printed and emailed.

Reports

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