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Day Sheet Report

 

Day Sheet

 

The Day Sheet shows all flow for the day. Charges to a patient, payments, write off totals, refunds etc. *This report is run by Designated or Assigned Provider.

*Must Make This Selection Before Running Report

  •  To Select how this report will be run (by Designated or Assigned Provider) you will need to Go to Admin then Global Settings and you will see Day Sheet on the bottom of the page, make your selection and close the tab

 

**PLEASE NOTE - This report is also generated by posting date. It can be altered if you go back in time to post a payment or add charges to a patients appointment.

 

ASSIGNED PROVIDER

 An assigned provider is the provider for which you would like to link the patient to for financial reporting, regardless of who actually sees the patient. This will also give you the option to only show those patients who are assigned to a specific provider in the Rolodex. For example, I can set Dr. A's privileges so that he is only able to see the patients in which he/she is listed as the Assigned Provider.

DESIGNATED PROVIDER

 Using the designated provider will allow you to have a provider linked to a specific case. For example, you can have Dr. A as the Assigned Provider but that patient can have 2 cases, one for chiropractic and one for a massage therapist.  The case for chiropractic can have the designated provider be the same as the assigned provider but in the massage case the designated provider can be the massage therapist.     

*Please note, If you select the Day Sheet and Collections Income report to be run based off of Designated provider, then you MUST select a designated provider for each patient's case or else the data in those cases will NOT be included in the reports. 

 

To Run the Day Sheet

1. You will press the Reports button located in your VitaLogics Toolbar

2. Select Day Sheet button

3. You will select the appropriate filters the report should be generated by.

  • Day - Select the day you would like
  • Detailed or Summary - check the box if you want to run a detailed report and Do Not check the box if you would like it to be a summary
  • Clinic - Select "All Clinics" or a specific clinic, if you have multiple
  • Designated or Assigned Provider - Select All Providers or select appropriate provider. 

 

 

EXAMPLE #1 - SUMMARY REPORT

When generated as a Summary Report, you will see it display like this. The provider will be listed, Patients name, Case, Appointment time, Payer (if the patient is insurance) and patient totals.

The Totals for the day are displayed at the bottom of page.

The Totals in Red show negative totals, such as Write offs and Refunds. 

 

     You will also see a list of Appointment flow and how many in each category.        *The totals are displayed the same on the Summary and Details Report

EXAMPLE #2 - DETAILED REPORT

If you would like to see the Day Sheet in Detailed form, you will see it displayed this way. The same info will display as the Summary Report but, you will see a detailed list of the patients charges that were added to their appointment. 

You will also see a list of Appointment flow and how many in each category.         *The totals are displayed the same on the Summary and Details Report

 

HOW TO DOWNLOAD

All reports will display a tool bar at the top of the page when generated. You will be able to Print and Export the document. You will see the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word. 

 

 

 

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