Reports

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fishdrzig
Posts: 433
Joined: Tue Oct 07, 2008 12:46 pm

Reports

Post by fishdrzig » Wed Nov 19, 2008 10:39 am

Which reports from OD are typically recommended to run at the close of the day?

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jordansparks
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Location: Salem, Oregon
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Re: Reports

Post by jordansparks » Wed Nov 19, 2008 1:33 pm

We don't run anything at the end of the day. We do run reports each day as we do various functions such as deposit slip, print schedule, outstanding claims, aging every few weeks, etc. But nothing in particular at the end of each day.
Jordan Sparks, DMD
http://www.opendental.com

shellzb910
Posts: 3
Joined: Thu May 09, 2013 8:33 am

Re: Reports

Post by shellzb910 » Mon Nov 10, 2014 11:49 am

At our office daily we have a Deposit Report (matched to the deposit slip and signed by the Manager and Front Staff), a copy of the production report by provider signed by each provider (and Hygiene), A full P&I for that Day.

Monthly We add a Monthly P&I, Procedure Listing by Code (to evaluate usage for Ins negotiations), And a Financials Breakdown.

MJ
Thanks,

Michele

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