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Eaglesoft – Find Reports with Specific Data

Instructions:

Follow these steps to find the reports you need:
Begin typing the letters of the information you need
Choose your selection
Repeat to select all filters that apply
Click x to remove a filter or click clear filters to remove all selected filters.
Tip – you can type ‘resp’ to get to ‘responsible party’

Account Alerts Master
“Shows all account alerts (e.g. Cash Only
Warn User

Account Balances By Provider
Lists each account that has offsetting balances with 2 or more providers.
Account Balance – Patient ID – Patient Name – Provider – Provider Balance

Account History By Patient
This report shows all account activity for selected patient during the selected range of dates.
Credit – Date – Debit – Description – Provider ID – Responsible Party – Responsible Party ID – Type

Account History Report
This report shows all activity for selected account during the selected range of dates.
Balance – Credit – Date – Debit – Description – Name – Provider

Account History Report – Mailable
This report shows all activity for selected account during the selected range of dates in a mailable format.
Balance – Credit – Date – Debit – Description – Name – Provider – Type

Account Summary
A report showing basic information for all accounts.
Account – Last Account Payment Info – Last Ins Payment Info – Last Statement Information – Status

Account Types Report
Shows a listing of all account types.
Description

Accounts By Account Types
Shows all Responsible Parties by account type.
Account – Account ID – Balance

Accounts With Offsetting Debits and Credits
Displays the responsible party and lists all patients that have offsetting debits and credits in their account.
Current – 30 Day – 60 Day

Accounts By Account Types
Shows all Responsible Parties by account type.
Responsible Party

Accounts Marked Not To Receive A Statement
Shows all Responsible Parties marked not to receive statements.
Account ID – Balance – Responsible Party

Accounts Receivable By Provider – Detailed
Displays the specified provider`s portion of each account`s balance.
Account Balance – Patient Name – Provider – Provider Balance

Accounts Receivable By Provider – Summary
Report shows accounts receivable by provider.
Due Now – Estimated Insurance – Name – Total Due

Accounts Receivable By Responsible Party
This report shows all AR for all accounts in the system.
Estimated Insurance – 30 Day – 60 Day – 90 Day – Contract – Current – Responsible Party – Total A/R

Accounts Written Off
This report shows all accounts that were written off from the system.
Account – Amount Written Off – Date of Write Off

Adjustment Types Report
Shows a listing of all adjustment types.
Description

Adjustments By Type
“This report shows all transactions that impact adjustments during the selected range of dates
Credits – Date – Debits – Description – Provider – Responsible Party

Adjustments Reconciliation
Detailed data on all adjustments from the selected range of dates.
Credits – Date – Debits – Description – Patient Name – Phone – User

Annotations Master
Shows All Annotations.
Description

Application Interfaces
This report lists current installed application interfaces
Application Name

Appointment Time Scheduled By Service Type
“Shows
Provider – Service Type – Time – Units

Appointments
Shows basic information on all appointments for selected provider during the selected range of dates.
Appointments – Chair – Date – Patient Name – Phone – Provider – Time – Type – Units

Audit Trail
Shows all transactions for selected provider(s) during the selected date range.
Credit – Date – Debit – Description – Phone # – Type – User

Audit Trail – Detailed
Shows all transactions for selected provider(s) during the selected date range. Shows account balance impact and patient`s next appointment date.
Balance After – Balance Before – Credit – Date – Debit – Description – Next Appointment – Patient Name – Phone # – Type – User

AutoNotes Master
Shows All AutoNotes.
Description – Note

Clinical Exams Master
Summary information for all Clinical Exams in the system.
Cncr – Cancer – Cosm – Date – Exam Type – Gen – Habit – Head – Hist – Image – Occl – Patient Name – Perio – Provider ID – Restor – Status – TMJ

Collection Exceptions
All collections paid by the selected provider(s) patients to other providers during the selected range of dates
Amount – Date – Description – Patient Name – Provider Paid – Type

Collections Reconciliation
Detailed data on all collections from the selected range of dates.
Credits – Date – Debits – Description – Patient Name – Phone # – Type – User

Conditions Master
Shows All Conditions.
Action Code – Affected Area – Color – Description – Draw Type

Contact List
Summary information on people in the contact list.
Age – Home Phone – Last Visit Date – Patient Name – Responsible Party – Status – Type – Work Phone

Coverage Book Master
Shows a master listing of coverage books.
Name

Coverage Production
“Month-To-Date and Year-To-Date totals of claims/amounts submitted and claims/amounts received
Amount Received MTD/YTD – Amount Submitted MTD/YTD – Claims Received MTD/YTD – Claims Submitted MTD/YTD – Employer – Insurance Company

Customized Hours Report
Displays all customized OnSchedule Hours.
Chair – Description – End Date – Frequency – Start Date – Summary

Daily Fee Exceptions
This report shows all fee exceptions during the selected range of dates.
Code – Date – Description – Difference – Fee Charged – Patient Name – Provider – Standard Fee

Daily Production/Collection Summary
“Shows Production
Adjustments – Collection – Date – Production

Day Sheet
Financial summary data from the selected range of dates.
Accounts Receivable Impact – Adjustments – Collections – Payments Made On Walkouts – Production – Total Payments – Total Walkouts – Type – Walkout Collection Ratio

Deleted Transactions
This report shows all transactions that were deleted from the system during the selected date range.
Amount – Date Deleted – Deleted By – Description – Patient Name

Delinquent Accounts
Detailed information on any accounts that meet the selected criteria for a delinquent account.
30 Day – 60 Day – 90 Day – Account Balance – Contract Balance – Current Balance – Estimated Insurance – Last Payment – Last Statement – Patient Name – Phone

DenOptix Scan Types Master
Shows all DenOptix scan types.
Carousel – Description – Patient Groups – Templates

Deposit Report
A deposit report showing all checks and other payment types and cash total for selected range of dates.
Amount – Check Deposits – Date – Payment

Deposit Report With Itemized Cash
“A deposit report showing itemized cash
Amount – Cash Deposits – Date – Payment

Detailed Contact List
Detailed information on people in the contact list.
30 Day – 60 Day – 90 Day – Address – Alert – Birthdate – Contact Type – Contract Balance – Current Balance – Estimated Insurance – Patient Name – Phone – Preferred Dentist – Preferred Hygienist – Recall Frequency – Responsible Party

Detailed Exploding Codes Master
This is a detailed listing of the service codes that have been assigned to each exploding code.
ADA Code – Description – Display Abbreviation – Exploding Code – Exploding Code Fee – Exploding Code Status – Service Code – Service Description – Standard Fee

Detailed Production By Doctor
Shows production by providers for each provider that is the Collections Go To provider for that production during the selected range of dates.
Collections Go To – Percentage of Total – Production – Provider of Service – Total

Detailed Treatment Plans
“Detailed information on all patient treatment plans. ( Patient
Date Completed – Date Planned – Fee

Accounts With Offsetting Debits and Credits
Displays the responsible party and lists all patients that have offsetting debits and credits in their account.
90 Day

Detailed Treatment Plans
“Detailed information on all patient treatment plans. ( Patient
Patient/Appt – Provider – Services – Status – Subtotal for this Appointment – Surf – Th

Digital Image Exams for Patient
Shows all digital image exams for selected patient during selected date range.
Acquired From – Date – Description – Number of Images

Digital Image Exams Master
Shows all digital image exams for selected date range.
Acquired From – Description – Number of Images – Patient Name

Discounts Master
All discount levels will be listed on this report.
Description – Percentage Discount

Document Groups
Shows Image Groups.
Description

Electronic Claims Submission Summary Rpt.
Displays submission information for electronic claims/pre-authorizations.
Computer – Date – Description – Number of Forms – Time – User

Electronic Submission Summary Rpt.
Displays a summary of all electronic submissions of claims and statements.
Computer – Date – Description – Number of Forms – Time – User

Employee Time Sheets
Shows Employee Time Sheets for a selected date range
Date – Digital – Employee Name – Hours / Minutes – Employee ID – Modified By – Time In – Time Out – Work Type

Employer Coverage Book Report
Report that displays the coverage book items for a specific employer.
Code – Co-Pay – Deductable Applies – Description – Dollar Percentage – UCR – Write Off

Employer Master – Detailed
This report shows a detailed listing of all employers.
Beginning Month – Bill Standard Fee – Contact – Employer – Fee Schedule – Group Name – Group Number – Insurance Company – Insurance Form – Lifetime Deductable Applies – Lifetime Maximum Applies – Maximum Coverage – Secondary Calculation – Signature on File Allowed – Status – Yearly Deductable

Employer Master – Summary
This report shows a general listing of all employers.
Contact – Employer – Group Number – Insurance Company – Phone

Employer Prompts Master
This report shows a listing of all prompts that your office uses to record more information about employers.
Prompt

Employers By Insurance Company
This report shows all employers who are tied to each insurance company
Address – Contact – Insurance Company – Phone

Example Groups
Shows Example Groups.
Description

Exploding Codes Master
This is a general listing of all exploding codes.
Description – Display Abbreviation – Exploding Code – Status

Fee Schedules – Detailed
Displays all patients and employers who are tied to each fee schedule
Schedule

Fee Schedules Master
Shows a listing of all fee schedules.
Name

Finance Charge Report
Shows all patients who received a Finance or Billing Charge during the selected date range.
30 Day – 60 Day – 90 Day – Account Balance – Billing Charge – Current – Finance Charge

Image Template Master
Detailed information for each Image Template.
Column – Description – Item Description – Orientation – Row – Sequence

Incomplete Clinical Exams
Summary information for all Clinical Exams in the system that are not marked as completed.
Cncr – Cancer – Cos – Date – Exam Type – Gen – H&N – Habit – Hist – Occl – Oral – Patient Name – Provider – Rest – Soft – Status – TMJ – Xray

Insurance Companies By Payer ID
This is a listing of any Insurance Companies by their Envoy payer id.
Address – Insurance Company – Payer ID – Phone

Insurance Companies Master
This is a general listing of all insurance companies.
Address – Contact – Name – Phone

Insurance Company History
This report shows all claim activity for each insurance company in the system during the selected range of dates.
Date – Description – Estimated Insurance – Fee – Insurance Company – Patient Name – Provider – Service Code

Insurance Company Productivity
“Month-To-Date and Year-To-Date totals of claims/amounts submitted and claims/amounts received
Amount Received MTD/YTD – Amount Submitted MTD/YTD – Claims Received MTD/YTD – Claims Submitted MTD/YTD – Insurance Company

Lab Case Types Master
Shows a master list of Lab Case Types.
Description

Lab Cases Master
Shows a master list of all Lab Cases.
Case Description – Date Opened – Date Returned – Due Date – Entered By – Lab Case Type – Lab Name – Patient ID – Patient Name – Scheduled Appointment – Tooth

Laboratory Master
Shows a master list of all Laboratories.
Address – Contact – Days to Rtn – Lab Name – Phone

Letters Master
Shows a general description of all letters that have been setup for use by InTouch.
Name

Managed Care Analysis
“This report shows an analysis of all patients who have utilized managed care during the selected range of dates
Description – Diff – Fee Charged – Patient ID – Patient Name – Policy Holder SSN – Provider ID – RVU – RVU$ – Service Code – Service Date – Std Fee – Surf – Totals for Fee Schedule – Tth

Managed Care Analysis By Insurance Company
Provides a managed care analysis for all fee schedules associated with a particular insurance company.
Description – Diff – Fee Charged – Patient ID – Patient Name – Policy Holder SSN – Provider ID – RVU – RVU$ – Service Code – Service Date – Std Fee – Surf – Tth

Managed Care Encounter
“This report shows basic information on all patients who have encountered managed care during the selected range of dates
Birthdate – Description – Fee Charged – Group Number – Patient Name – Policy Holder – Policy Holder SSN – Provider ID – Rel – Service Code – Service Date – Surf – Totals for Fee Schedule – Tth

Managed Care Encounter Report By Ins. Co.
Provides a managed care encounter from all fee schedules associated with a particular insurance company.
Birthdate – Description – Fee Charged – Group Number – Patient Name – Policy Holder – Policy Holder SSN – Provider ID – Rel – Service Code – Service Date – Surf – Totals for Fee Schedule – Tth

Managed Care Util. Report By Ins. Co.
Provides a managed care utilization report for all fee schedules associated with a particular insurance company.
Birthdate – Description – Fee Charged – Group Number – Patient Name – Policy Holder – Policy Holder SSN – Provider ID – Service Code – Service Date – Std Fee – Surf – Totals for Fee Schedule – Totals for Managed Care – Tth

Managed Care Utilization
“This report shows basic information on all patients who have utilized managed care during the selected range of dates
Birthdate – Description – Fee Charged – Group Number – Patient Name – Policy Holder SSN – Provider ID – Service Code – Service Date – Std Fee – Surf – Totals for Fee Schedule – Tth

Medical History Answers
This report shows current medical history information for the selected patient
Birthdate – Medical History Date – Patient Name

Medical History Exam
This is a blank medical history form
Birthdate – Patient Name

Messages Master
Displays a general listing of all messages that have been setup to be utilized on billing statements.
Description – Message Summary

New Persons
This is a listing of all new patients that have been entered during the selected range of dates.
Address – Date Entered – First Visit – Patient ID – Patient Name – Phone – Responsible Party

Office Chairs Master
A listing of all chairs (treatment rooms) is listed.
Chair

Orthodontic Patient Master
This is a master listing of all orthodontic patients.
Address – Birthdate – Date Started – Insurance Billing Frequency – Months of Treatment – Patient Name – Phone – Status

Outstanding Balances By Preferred Dentist
This report shows the subtotal of balances for all accounts associated with a preferred dentist.
Estimated Insurance – 30 Day – 60 Day – 90 Day – Contract – Current – Responsible Party – Total A/R

Outstanding Claims By Aging Category
“Report of outstanding insurance claims by 0-29
Amount Estimated – Amount Paid – Birthdate – Date of Service – Date Sent – Insurance Company – Number of Days Out – Patient ID – Patient Name – Primary/Secondary – Status – Total Submitted

Outstanding Claims By Insurance Company
“Shows basic information on all open claims in the system
Amount Estimated – Amount Paid – Birthdate – Date of Service – Date Sent – Insurance Company – Patient ID – Patient Name – Primary/Secondary – Status – Total Submitted

Outstanding Payment Plans
This report shows all outstanding patient payment plans in the system.
Creation Date – Days Past Due – Interest Rate – Last Pay Amount – Last Pay Date – Next Payment Due – Number of Payments – Patient ID – Patient Name – Payment Amount – Payment Frequency – Payments Made – Plan Amount – Remaining Balance – Start Date

Patient Alerts Master
Shows all patient alerts (e.g. Allergic To Medication).
Description – Warn User

Patient Analysis Report
Report showing various breakdowns of patient information.
Age – Category – Insurance – Number of Active – Percentage of Active – Sex – Zip Code

Patient Chart Labels
Chart labels for all patients.
Address – Patient ID – Patient Name – Phone

Patient Chart Laser Labels
Chart labels for all patients ( Laser Printer ).
Address – Patient ID – Patient Name – Phone

Patient HIPAA Information
This is a listing of all people and their HIPAA Information.
Age – Authorization – Birthdate – Consent – Last Seen Date – Notice of Privacy Practices – Patient ID – Patient Name – Status

Patient History
This report shows services performed on selected patient during the selected range of dates.
Date – Description – Fee Charged – Provider ID – Service Code – Surface – Tooth – Walkout Number

Patient Labels
Mailing Labels for all patients.
Address – Patient Name

Patient Laser Labels
Mailing Labels for all patients ( Laser Printer ).
Address – Patient Name

Patient Master
“This is a master listing of all people (patients
Address – Birthdate – Home Phone – Patient ID – Patient Name – Responsible Party – Status

Patient Notes Audit Trail
“Audit Trail for Notes. Shows entire note history including new
Date Entered – Format – Patient Name – Status – Tooth – Type – User

Patient Notes By Other Referral Source
All notes during the selected date range with filter ability by patient or service code or referral source.
Date Entered – Format – Referral Source – Status – Tooth – Type – User

Patient Notes Master
All notes for the selected patient that were entered during the selected date range.
Date Entered – Format – Status – Tooth – Type – User

Patient Prompts Master
This report shows a listing of all prompts that your office uses to record more information about patients.
Prompt

Patient Registration Form
This is a blank registration form.
Address – Birthdate – Carrier ID – Chart ID – Drivers License – Employer ID – First Name – Last Name – Medicaid ID – Middle Initial – Patient ID – Phone – Preferred Dentist – Preferred Hygienist – Preferred Pharmacy – Responsible Party – Soc Sec

Patient Registration Form With Patient Information
This report shows current registration information for the selected patient.
Address – Birthdate – Carrier ID – Chart ID – Employer ID – First Name – Last Name – Marital Status – Medicaid ID – Middle Initial – Patient ID – Phone – Preferred Dentist – Preferred Hygienist – Preferred Pharmacy – Responsible Party – Sex

Patient Signatures
Displays all signatures acquired from the selected patient
Date Aquired – Patient Name – Provider – Reason – Signature

Patients By Account Alert
This report shows all accounts that have account (financial) alerts.
Alert – Patient ID – Patient Name – Warn User

Patients By Discount
All patients which are designated to receive a discount will be listed.
Discount – Patient ID – Patient Name – Percentage

Patients By Employer
This is a listing of all insured patients grouped by their employer.
Employer – Insurance Company – Patient Name – Primary/Secondary

Patients By Fee Schedule
This report shows all patients which have been assigned a fee schedule.
Fee Schedule – Patient ID – Patient Name

Patients By Insurance Company
This is a listing of all insured patients grouped by their insurance company.
Insurance Company – Patient ID – Patient Name – Primary/Secondary

Patients By Patient Alert
All patients which have an alert will be displayed and categorized by their alert.
Alert – Patient ID – Patient Name – Warn User

Patients By Preferred Dentist
A listing of all patients with the selected provider as their preferred dentist.
Dentist – Patient ID – Patient Name – Preferred Hygienist

Patients By Preferred Hygienist
A listing of all patients with the selected provider as their preferred hygienist.
Hygienist – Patient ID – Patient Name – Preferred Dentist

Patients By Responsible Party
This report shows the relationship between responsible parties and all patients in the account.
Account Balance – Patient Balance – Patient ID – Patient Name – Preferred Dentist – Responsible Party – Responsible Party ID

Patients Currently Referred Out
Shows patients that are currently referred out based on the date they were referred.
Date Referred – Expected Return – Patient ID – Patient Name – Referred To

Patients On Short Notice
All patients which have been indicated as being On Short Notice for appointments will be listed.
Last Date Seen – Next Preventative Appointment – Next Recall – Next Regular Appointment – Patient ID – Patient Name – Phone – Prefers AM/PM

Patients Seen
This report shows basic information on all patients seen during the selected range of dates.
Date Seen – Patient ID – Patient Name – Phone – Responsible Party

Patients With Duplicate Names
This is a listing of any patients that have the exact same entries in the first name and last name fields on the Edit Person screen.
Address – Birthdate – Home Phone – Patient ID – Patient Name – Responsible Party – Status

Patients With Duplicate Social Security Numbers
This is a listing of any patients that have the exact same entry in the social security number field on the Edit Person screen.
Address – Home Phone – Patient ID – Patient Name – Responsible Party – Social Security Number

Patients With Email Addresses
This is a master list of all patients with email addresses
Birthdate – Email Address – Home Phone – Patient ID – Patient Name – Responsible Party – Status

Patients Without Recalls
All active patients that do not have a recall date will be listed on this report.
Age – Home Phone – Last Visit Date – Patient ID – Patient Name – Responsible Party – Scheduled Appointment – Work Phone

Patients Without Visits
All patients in the system who have no record of a visit.
Home Phone – Patient ID – Patient Name – Responsible Party – Work Phone

Payment Reconciliation
All payments made to the selected Provider(s) during the selected range of dates
Amount – Date – Patient ID – Patient Name – Payment – Payment Type – User

Payment Types Master
“This report shows all payment types used in your office including cash
Currency Type – Description – Payment Prompt – Status

Performance Summary
“Financial
Accounts Receivable Impact – Adjustments – Billing Charge – Cash Payments – Change In Accounts Receivable – Check Payments – Collections – Credit Adjustment – Debit Adjustments – Deleted Credits – Deleted Debits – Deleted Discounts – Deleted Services – Deleted Taxes – Dentist – Discounts – Finance Charges – Other Payments – Production – Returned Check Service Charges – Returned Checks – Services – Taxes – Type – Write Offs

Pharmacy Master
Shows a master list of all Pharmacies.
Address – Contact – Pharmacy Name – Phone

Post Op Calls
Shows all Post Op Calls for the selected provider with the time to call during the range of dates selected.
Age – Dentist – Home Phone – Patient Name – Responsible Party – Service – Surface – Tooth – When to Call – Work Phone

Post Procedure Notes
Shows Unverified Post Procedure Notes for all patients.
Date Entered – Description – Note Type – Patient Name – Summary – Tooth – User

Practice Audit Trail
A list of all activity during the selected range of dates
Credit – Date – Debit – Description – Patient ID – Patient Name – Phone – Provider – Type

Practice Audit Trail – Detailed
A list of all activity during the selected range of dates. Shows account balance impact and patient`s next appointment date.
Balance After – Balance Before – Credit – Date – Debit – Description – Next Appointment – Patient ID – Patient Name – Phone – Provider – Type

Practice Information Report
This report shows general practice information and the various preferences that have been established.
Address – Billing Charge Information – Dentist – Fax – Finance Charge Information – Hygienist – Phone – Practice Demographics – Tax Rate

Accounts With Offsetting Debits and Credits
Displays the responsible party and lists all patients that have offsetting debits and credits in their account.
Contract

Practice Information Report
This report shows general practice information and the various preferences that have been established.
Use Letterhead

Prescription History Report
This report shows all prescriptions for a selected patient and/or provider during a selected range of dates.
Date Entered – Dispense – Drug Name – Entered By – Exp Date – Pharmacy – Provider – Refills – Rx ID – Rx Instructions

Prescription Template Master
Shows a master list of all prescription templates.
Add Alert – Description – Dispense – Drug Name – Provider – Refills – Rx ID

Procedures By Provider
This report shows all procedures performed by the selected provider for the selected range of dates.
Amount – Number – Provider – Service

Production By Account
“Revenue information for all patients in practice Month-To-Date and Year-To-Date ( Charges
Account Balance – Collections This Month – Collections This Year – Estimated Insurance – Patient ID – Patient Name – Production This Month – Production This Year

Production By Patient
“Revenue information for all patients in practice Month-To-Date and Year-To-Date ( Charges
Account Balance – Collections This Month – Collections This Year – Estimated Insurance – Patient ID – Patient Name – Production This Month – Production This Year

Production Exceptions
A report showing all services performed by selected provider(s) during the selected range of dates on patients who do not have the provider(s) listed as one of their preferred providers.
Amount – Date – Description – Patient Name – Provider – Type

Production Reconciliation
Shows all transactions during the selected range of dates that impacted production.
Credit – Date – Debit – Dentist – Description – Patient Name – Phone – Type – User

Provider Facts
This report shows detailed information about providers and staff members.
Address – Anesthesia ID – Billing Entity – Billing Entity License Number – Birthdate – Blue Cross/Shield – Collections Go To – DEA Regulation Number – Delta – Federal Tax ID – Hire Date – License Number – Medicaid ID – Medicare ID – National Provider ID – Other ID – Phone – Position – Provider – Provider On Ins – Provider or Staff – Social Security Number – Specialty – Status

Provider Goals
This is a report that reflects the schedule goal amounts for each day of the week for each provider.
Chair – Friday – Monday – Provider – Saturday – Sunday – Thursday – Tuesday – Wednesday

Provider History
Shows all services performed by the selected provider for the selected range of dates.
Date – Description – Fee – Patient ID – Patient Name – Provider – Service – Surface – Tooth

Provider On Insurance Master
This report shows all providers who are set as a provider on insurance
Blue Cross/Shield – DEA Regulation Number – Delta Dental ID – Federal Tax ID – License – Medicaid ID – Medicare ID – National Provider ID – Provider – Site ID – Social Security Number

Provider Productivity
Detailed productivity for all providers during the selected range of dates
Adjustments – Average Visit – Collection Month/Year – Patients Seen – Production Month/Year – Provider

Provider Prompts Master
This report shows a listing of all prompts that your office uses to record more information about providers (staff members).
Prompt

Providers Master
This lists basic demographic information about providers and staff members.
Address – License – Phone – Position – Provider – Status

Quick Fill List
“Basic information on all patients in the tickler file. ( Name
Amount – Date – Home Phone – Patient ID – Patient Name – Provider – Type – Units – Work Phone

Quick Pick Assignment Master
Displays a list of all services and conditions assigned to a quick pick button.
Button Group – Condition Descriptions – Service

Recall Types Master
Displays a listing of all recall types that have been setup to be utilized as the patients recall type.
Default – Description – Frequency – Provider

Referral Productivity – Detailed
Shows the patients that have been referred to this practice by each referral source. Those patients displayed and their production amounts are based on the range of dates chosen.
First Visit – For Range – Patient Name – Referral Source – This Month – This Year – Type

Referral Productivity – Summary
This report shows the referral productivity by source for the selected range.
Average Productivity – Number Referred – Productivity – Rank – Referral Source

Referral Productivity – Yearly Summary
This report shows the referral productivity by source for the current and previous year.
Average Productivity This/Last Year – Number Referred This/Last Year – Productivity This/Last Year – Rank – Referral Source

Referral Recipient and Source Labels
Mailing labels for all sources and recipients.
Address – Referral Source

Referral Recipient and Source Laser Labels
Mailing labels for all sources and recipients ( Laser Printer ).
Address – Referral Source

Referral Recipient and Source Master
Shows a master list of referral recipients and sources.
Address – Email – Name/Practice – Phone – Specialty – Web Page

Referral Recipients Master
Shows a master list of referral recipients.
Address – Email – Name/Practice – Phone – Specialty – Web Page

Referral Sources Master
“This report shows a general listing of all referral sources including patients
Address – Email – Phone – Referral Source – Specialty – Web Page

Referred Patients
Shows all patients who have been referred to the practice and their referral source. Grouped by Referral Source
Have Referred – Patient Name – Referral Source – Referral Type

Returned Checks Report
This report shows all returned checks during the selected range of dates.
Check Amount – Check Number/Note – Date – Patient ID – Patient Name – Service Charge – User

RVU By Provider
This report shows a total of the Relative Value Units for the procedures completed by a provider during the selected date range.
Procedures – Provider – RVI Value – Service – Total RVU

Rx Drugs Master
Shows a master list of all Rx Drugs.
Dispense – Drug Name – Refills

Scheduled Appointments Not Walked Out
Shows basic information on all appointments scheduled but not walked out during the selected range of dates.
Cellular Phone – Chair – Confirmed – Date – Dollar Amount – From – Home Phone – Pager – Patient Name – Services – Short Notice – To – Type – Units – Work Phone

Scheduled vs Goals by Provider
Shows scheduled production compared to daily goals by provider for a range of dates.
Date – Goal – Percent of Goal – Provider – Provider ID – Scheduled Amount

Scheduled vs. Goals
Shows scheduled production compared to daily goals for a range of dates.
Appointments Scheduled – Date – Goal – Percentage of Goal – Scheduled Amount

Scheduler Audit Trail
Shows changes made to appointments in OnSchedule.
Cellular Phone – Chair – Confirmed – Date – Dollar Amount – From – Home Phone – Pager – Patient Name – Services – Short Notice – To – Type – Units – Work Phone

Secondary Deposit Report
Deposit slip for all payment types marked to not be included on main deposit report.
Amount – Credit Card Company – Date – Patient Name – Payment

Service Codes By Fee Schedule
This report shows a listing of all fee schedules and their associated service codes and fees.
ADA Code – Description – Fee Schedule – Fee Schedule Fee – Percent of Standard Fee – Service Code – Standard Fee

Service Codes By Standard Fee
This report shows a listing of all standard fees and their associated service codes and fees.
ADA Code – Description – Master Standard Fee – Percent of Master Standard Fee – Service Code – Standard Fee

Service Codes By Type
This is a master listing of all service codes grouped by service type.
ADA Code – Deductable Applies – Default Insurance Percentage – Description – Service Code – Service Type – Standard Fee – Status – Time Units

Service Codes Master
This is a master listing of all service codes.
ADA Code – Description – Display Abbreviation – Generate Recall – Service Code – Service Type – Standard Fee – Status – Time Units

Service Codes Productivity Master
Month-to-date and year-to-date production totals are provided for each service.
ADA Code – Code – Description – Production This Month/Year – Standard Fee – This Year Average Fee – Units This Month/Year

Service History
This report shows all activity for selected service during the selected range of dates.
Date – Fee – Patient ID – Patient Name – Provider – Surface – Tooth

Service History By Other Referral Source
This report shows patient recall dates during the selected range of dates based on service activity.
Alternate Recall – Code – Frequency

Accounts With Offsetting Debits and Credits
Displays the responsible party and lists all patients that have offsetting debits and credits in their account.
Estimated Insurance

Service History By Other Referral Source
This report shows patient recall dates during the selected range of dates based on service activity.
Last Recall – Next Recall – Patient ID – Patient Name – Receive Recall – Referral Source – Service Date

Service Type Productivity – Detailed
This report shows monthly and yearly production totals for each service code and is categorized by service type.
ADA Code – Current Fee – Description – Production This Month/Year – Service Code – Service Type – Units This Month/Year – YTD Average Fee

Service Type Productivity – General
Shows month-to-date and year-to-date units and production for all services in the system.
Average Fee This Year – Production This Month/Year – Service Type – Units This Month/Year

Service Types Master
“Shows a listing of all service types or insurance classifications. Your listing may include items such as Preventive
Deductable Applies – Default Percentage – Description

Staff Positions Master
“Displays all positions (e.g. Dentist
Description

Standard Fee Master
This report shows a listing of all standard fees.
Name – Status

System Activity Report
“Displays information regarding the processing of end-of-day
Date – Description – Time – Type – User

Task Categories
Shows a listing of all task categories entered through the categories quick box under general setup.
Name

Task Manager
Displays a list of all tasks entered in the Task Manager – including private tasks for CURRENT USER ONLY.
Assigned To – Category – Due Date – Frequency – Patient Name – Priority – Status – Subject

Time Sheet Employees
This report lists employees designated to use the Time Clock
Employee ID – Name – Position – Social Security Number

Time Sheet Work Types
This report lists current work types used in connection with employee timekeeping
Default Time In – Default Time Out – Description

Top Referral Sources
Displays Referral Sources ranked by the number of patients referred based on a range of months.
Patients Referred – Referral Source – Referral Type

Treatment Plans Master
“Basic information on all patient treatment plans. ( Patient
Amount Accepted – Amount Completed – Amount Proposed – Amount Referred – Date of Last Completed Service – Date of Last Planned Service – Patient ID – Patient Name – Total Amount

Trends Practice Management
Displays Saved Trends Practice Management Data.
Accept Rate – New Patients – Accept Rate – Patients of Record – Accounts Receivable – Accounts Receivable – Insurance – Accounts Receivable 0-30 – Accounts Receivable 90+ – Accounts Receivable Percentage – 90+ – Accounts Receivable Percentage – Insurance – Accounts Receivable Ratio – Actual – Adjusted Production – Amount Accepted – New Patients – Amount Accepted – Patients of Record – Amount Diagnosed – New Patients – Amount Diagnosed – Patients of Record – Average Daily Production – Total Office – Collection Percentage – Collections (Adjusted) – Credit Adjustments – Credit Adjustments Percentage – Current Collection Percentage – Goal – Indicator – New Patient Potential – New Patient Value – New Patients – New Patients – Advertisement – New Patients – External – New Patients – Internal – Number of Doctor Days – Doctor – Number of Doctor Days – Total Office – Number of Doctor Hours – Total Office – Number of Hygiene Days – Percentage of Practice in Preventative Maintenance – Preventative Maintenance Compliance – Production – Doctor – Production – Hygiene – Production per Day – Hygiene – Production per Hour – Total Office – Total Office Production – Variance – YTD Actual – YTD Goal

Zip Codes Master
All zip codes that have been setup for quick entry will be displayed.
Area Code – City – State – Zip/Postal Code

Elec. Statements (ExpressBill) Sub. Summary Rpt.
Displays Submission Information for ExpressBill Statements.
Date/Time Ran – Number of Forms – Description – User ID – Computer

Informed Consent Master
Shows all informed consent items for selected date range.
Acquired On – Acquired By – Description

Orthodontic Patients By Insurance Billing Period
This report shows the next billing date and insurance billing frequency for all orthodontic patients that have an insurance billing frequency chosen in patient preferences.
Patient – Next Billing Date – Insurance Billing Frequency

Outstanding Pre-Authorizations by Insurance
“Shows basic information on all open pre-authorizations in the system
Insurance Company – Patient ID – Patient Name – Birth Date – Primary/Secondary – Date of Service – Total Submitted – Amount Estimated – Status

Patient Fee Schedules
This report shows all fee schedules for selected patient.
Patient – Fee Schedule – Service Code – CDA Code – Description – Schedule Fee – Standard Fee

Patient Informed Consent Master
Shows all informed consent items for selected patient during selected date range.
Patient – Acquired On – Acquired By – Description

Patients By Other Referral Sources
A listing of all patients with other referral sources.
Patient Referred – Home Phone – Work Phone – Last Seen – Last Preventative – Next Recall – Recall Frequency – Alternative Recall – Referral Source

Payment Groups – Detailed Report
Displays a list of insurance companies associated with a claim office. Is sorted by claim office.
Payment Group – Name – Address – Phones

Recall Statuses Master
Displays a listing of all recall statuses that have been setup to be used when creating a patient recall.
Abbreviation – Description

Today`s Appointments
Schedule for today by chair.
Appointment Time – Patient – Home Phone – Work Phone – Cellular Phone – Pager – Appointment Type

Production Reconciliation
Shows all transactions during the selected range of dates that impacted production.
Production

Credit Distribution Audit Trail
This report list changes to the distribution amount of payments and credit adjustments for the selected date range.
Credit – Audit Trail – Date – Amount – Description – Distribution

Unassigned Credits
This report shows the unassigned credits for each provider.
Credits – Provider – Dates – Amount – Description – Patient

Scheduler Audit Trail
Shows changes made to appointments in OnSchedule.
Audit Trail

Unpaid Debit
This report shows all unpaid services posted during the selected range of dates.
Provider – Date – Type – Description – Debits – Unpaid Debits

Unassigned Credits
This report shows the unassigned credits for each provider.
Unassigned – Distribution

Unpaid Debit
This report shows all unpaid services posted during the selected range of dates.
Service

Unassigned Credits
This report shows the unassigned credits for each provider.
Payment

Unpaid Debit
This report shows all unpaid services posted during the selected range of dates.
Services

Credit Distribution Audit Trail
This report list changes to the distribution amount of payments and credit adjustments for the selected date range.
Date Entered – Date of Service – CGT – User – Tooth – Surface – Responsible Party – User – CGT – Provider – Patient – Transaction Type

Scheduler Audit Trail
Shows changes made to appointments in OnSchedule.
Patient – Modified By – Workstation – Time Recorded – Old – New – Entry Type – Start Time – End Time – Appointment Type – Appt Type – Providers – Action

Unassigned Credits
This report shows the unassigned credits for each provider.
Responsible Party – Account Balance – Credit

Unpaid Debit
This report shows all unpaid services posted during the selected range of dates.
Responsible Party – Debit – From