Accounts Receivable – A/R Detailed, A/R Summary

Accounts Receivable – A/R Detailed, A/R Summary – will show the total AR for the office. Detailed will show all the patient names and information, Summary gives the totals per family. Accounts Receivable – A/R Insurance Only, A/R Patient Only – will show the AR separated by Insurance and Patient balances in each report. This is useful to see which Insurance plans have not paid for submitted treatment. Listings – Patients without Future Appointments, Patients without Recall – these reports help with finding those patients who are not booked to come in or do not have a Recall on their profile to be reminded to book another appointment. Listings – Patient Listing – if you wanted to know how many Active patients are in your practice, this is the place to look. Lists can be sorted by provider, deleted and several other options. Listings – Treatment Plans – to see the Treatment Plans in your system. Options in this report allow to show Billed plans with Insurance sent. Review – Adjustment Detailed, Adjustment Summary – this report shows the Adjustments done in your practice sorted by the Adjustment Type. Review – Bank Deposit Review Detailed, Bank Deposit Review Summary – this report should be reviewed daily by reception staff to match against the cash on hand, cheques processed, Visa, Mastercard and Interac taken through the machine matching against your Maxident program. If there is a discrepancy between your credit card machine and your Maxident the machine should be taken as correct. Review – Credit Notes – this report helps with tracking the Credits entered in the system and when they have been used. Review – Practice’s Efficiency Report – this report gives an overview of your practice, either as a whole or for a specific provider. Details about Scheduling, patient demographics and codes billed will show in this report. Which of these reports do you think would be valuable to practice further? What do you need more practice with? How do you think you will be able to use this information in the future? SCIENCE HEALTH SCIENCE NURSING MEDICAL OFFICE ASSISTANT CB002

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