• Report Upload System

  • OPEN DENTAL

    Please run the reports listed below and save them as PDF files. I would appreciate if you gave each report a name reflecting its content.  If you're not sure how to accomplish this, please let me know and I'll be glad to help you. After you have all the reports saved, upload them below.

    Aging of Accounts Receivable Report (all) - 1 report

    • Reports > Standard > Monthly > Aging of A/R
    • Check "include patients with negative balances"
    • Enter TODAY’S date in the “As of Date” field

    Aging of Accounts Receivable Report (only positive balances) - 1 report

    • Reports > Standard > Monthly > Aging of A/R
    • Uncheck "include patients with negatove balances"
    • Enter TODAY’S date in the “As of Date” field 

    Insurance Aging Report - 1 report

    • Reports > Standard > Monthly > Insurance Aging Report
    • Enter TODAY’S date in the “As of date” field

    Production & Income Reports (Net Production and Collection)- All Providers - 4 reports

    • Reports > Standard >Production and Income > More Options
    • ReportType - Monthly
    • All Providers
    • Date Ranges - The last 3 FULL months of business ONE month at a time (3 reports)
    • also.. Date Range last 12 FULL months of business (1 report)
    • Mark “Use initial claim date for write-off estimates, ins. pay date for write-off adjustments”

    Production & Income Reports (Net Production and Collection)- Doctor(s) - 3 reports per doctor

    • Reports > Standard >Production and Income > More Options
    • ReportType - Monthly
    • Select each doctor individually
    • Date Range - The last 3 FULL months of business ONE month at a time (3 reports)
    • Mark “Use initial claim date for write-off estimates, ins. pay date for write-off adjustments”
    • *Note number of days each doctor worked for each month - needs to be counted manually 

    Production & Income Reports (Net Production and Collection)- Hygienists(s) - 3 reports per hygienist

    • Reports > Standard >Production and Income > More Options
    • ReportType - Monthly
    • Select each hygienist individually
    • Date Range - The last 3 FULL months of business ONE month at a time (3 reports)
    • Mark “Use initial claim date for write-off estimates, ins. pay date for write-off adjustments”
    • *Note number of days each hygienist worked for each month - needs to be counted manually

    Unscheduled Diagnosed Treatment - 3 reports

    • Reports > Standard > Lists > Treatment Finder
    • Check Box “Include patients without insurance”
    • Date Range - The last 3 FULL months of business ONE month at a time (3 reports)

    Active Patient Reports - 2 reports

    • Reports > Standard > Lists > Active Patients
    • Date Range over the last 1 year and then 2 years
    • Billing Types - ALL / Providers - ALL

    Recall - 2 reports

    • Appointment Lists > Recall
    • Date range over the last 2 years

    Procedures - 1 reports per doctor plus 1 report per hygienist

    • Reports > Standard > Daily > Procedures
    • Select a date range for the last 6 months of business
    • Choose "group by procedure code"

    New Patients - 1 report

    • Lists > New Patients > Last month

  • EAGLESOFT

    Please run the reports listed below and save them as PDF files. I would appreciate if you gave each report a name reflecting its content.  If you're not sure how to accomplish this, please let me know and I'll be glad to help you. After you have all the reports saved, upload them below.

    Accounts Receivable by Responsible Party - 2 reports

    1. Entire report
    2. Choose Range of Account Balances (upper left) $.01 - $999,999 

    Day Sheet – 4 reports

    1. Date range: EOM for each of the past 3 months separately
    2. Date range one full year ending yesterday 

    Detailed treatment plans- 4 reports (per doctor)

    1. Date range: EOM for each of the past 3 months separately
    2. Date range one full year ending yesterday

    Outstanding Claims by Aging Category - 1 report

    Patient Analysis Report - 1 report

    Procedures by Provider - 1 reports

    1. Date range: one full year ending yesterday

  • OTHER

    Please run the reports listed below and save them as PDF files. I would appreciate if you gave each report a name reflecting its content. If you're not sure how to accomplish this, please let me know and I'll be glad to help you. After you have all the reports saved, upload them below.


    Aging of Accounts Receivable Report (only negative balances) showing 0-30-60-90+

    Aging of Accounts Receivable Report (only positive balances) showing 0-30-60-90+

    Insurance Aging Report showing 0-30-60-90+

    Production Reports- All Providers - 4 reports

    • monthly reports for past three full months
    • report for past 12 months

    Collection Reports- All Providers - 4 reports

    • monthly reports for past three full months
    • report for past 12 months 

    Production Reports- individual doctors - 3 reports per doctor

    • monthly reports for each of past three full months
    • count total number of days worked by this provider for each of the months reported 

    Production Reports- individual hygienists - 3 reports per hygienist

    • monthly reports for each of past three full months
    • count total number of days worked by this provider for each of the months reported

    Unscheduled Diagnosed Treatment - 3 reports - individual monthly reports for past three full months 

    Active Patient Reports

    • total number of patients marked as “active"

    Recall

    • number of patients currently “active” but with no scheduled recall appointment, from the beginning of the practice until today's date 

    Procedures  (1 reports per doctor plus 1 report per hygienist)

    • Procedures grouped by procedure code for each doctor, date range last six months of practice
    • Procedures grouped by procedure code for each hygienist, date range last six months of practice

    New Patients

    • date range last 6 months of practice, show each month individually (may need 6 individual reports)

  • DENTRIX

    Please run the reports listed below and save them as PDF files. I would appreciate if you gave each report a name reflecting its content. If you're not sure how to accomplish this, please let me know and I'll be glad to help you. After you have all the reports saved, upload them below.


    Accounts Receivable - 1 reports

    • Office Manager > Reports > Ledger > Aging Report

    Ins/Aging - 1 report

    • Office Manager > Reports > Ledger > Insurance Aging Report

    Tx Plan Statistical Analysis (Non-Detailed) - 1 report (per doctor)

    • Office Manager > Reports > Management > Treatment Plan Statistics Analysis
    • Check Treated Planned, check Only Unscheduled box. Date range: one full year ending yesterday.

    Practice Analysis - 1 report

    • Office Manager > Reports > Management > Practice Analysis Report (Cross Coding)
    • Provider and Billing Type set to All
    • Set Date Range the last full year ending yesterday
    • Ensure Entry Date is chosen (not Procedure Date)
    • Ensure Production Summary is checked
    • Ensure Include Cross Coding is NOT checked
    • Ensure ...by Proc. Code Range is checked
    • Enter code ranges D0120 to D9999
    • Ensure Payment Summary, Adjustment Summary, and Patient Summary are checked.

    Production and Collection - 4 reports

    • Office Manager > Reports > Management
    • Provider AR Totals
    • Last 3 full months of business separately,
    • Last full year of business

    Practice Advisor

    • Office Manager > Analysis > Practice Advisor Report
    • No date range, check All (3 parts)
    • This is a long report, please incoude all sections including graphs

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