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To Run the 'Invoiced Work by Owning Dentist' Report
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Go to Administration -> Reports and select
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Invoiced Work By Owning
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Dentist:
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By using the Select Patients field, a query can be selected or created, making it possible to print this report for selected groups of patients as defined in the query. For more information on creating queries see Creating and Editing Queries
Leaving the Provider(s) field empty will print an
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‘Invoiced Work by Owning
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Dentist’ report for the entire practice; however an individual provider can be selected from the list by using the Up/Down arrows.
Clicking the Multiple button will allow printing for a combination of Providers. Alternatively, you can leave the Provider(s) field blank and select all providers belonging to a provider Category by selecting a Category in the Provider Category field.
The
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‘From’ and ‘To’ date fields are used to define the date range for the report.
Placing a tick in the check box next to
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‘Show zero value
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invoices’ will include these in the report.
Placing a tick in the check box next to
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‘Show Stock Items' will add invoices for stock items sold to patients to the report.
Click
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‘Print’ to send the report to the printer,
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‘Preview’ to preview on screen and then print from the ‘Preview’ screen, 'Email' to email a copy of the report to an email recipient, 'Export' to produce a file suitable for importing into a spreadsheet, or
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‘Cancel’ to return to the previous screen.
The example below shows an
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‘Invoiced Work by Owning
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Dentist’ report for the provider DEMO, with ‘Show Zero Value Invoices’ selected:
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Interpreting the Report
The report is divided into several columns and sections. For each provider invoices are divided into columns showing Payor and Private work. The report is also sectioned into areas for work done by a provider on their own patients, and on another Provider’s patients.
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