Work In Progress
This report is available from EXACT v11.9
In EXACT v12 the Sort Patients By field was changed and the Include Inactive checkbox added.
Purpose
The primary function of the Work In Progress Report is to provide a dental practice with its year end position as regards work in progress and money owed from all sources. All balances are calculated as at the date chosen for the report.
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Select Administration > Reports and select Work In Progress:
The Sort Patients By option allows the report to sort on a number of criteria:
Specify whether to include or exclude inactive patients by checking or un-checking the Include Inactive checkbox.
Use the Select Patients field to select, edit or create a new query to define the patients, making it possible to print Statements for selected groups of patients as defined in the query:
See also these resources for related Queries information:
Video series for Contact Lists and Queries (multiple videos)
Mini-masterclass - Contact Lists
This report can be run for individual Providers, or more than one provider can be selected by clicking on the Multiple button.
The option is also available to print as one report or as a separate report for each provider.The date entered in the From Date field determines the date that the report starts from. Any work completed or planned before the date entered, will be excluded from the report.
The As At date will default to today’s date, but can be changed using the button. All work planned or completed between the two specified dates will be included in the report.
Placing a tick in the Separate Treatment Lines box will result in each item within a Course of Treatment being displayed on a separate line in the report. If the box is not ticked each Course of Treatment will be displayed as a one-line entry.
If required, tick the Show Inactive Treatments Lines and Show Summary Lines Only boxes to use those options.
Click Print to send the report to the printer, Preview to preview on screen and then print from the Preview screen, or Cancel to return to the previous screen. You can also choose to email a copy of the report, or export a text file version for use by a word-processing or spreadsheet program such as Microsoft Word or Excel.
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Example:
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The report displays the data in columns as follows:
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