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Daily Report - Day View All

The Day View All Report lists all of a posted date or procedure date daily transactions and can be filtered to include statements and history.

The Day View All Report also includes a Grand Totals result table, which displays the grand totals for a charges, payments, adjustments, refunds, and so on.

This documentation contains the following sections:

Filters
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  • Providers: Filters by the Provider on the day's transaction
  • Offices: Filters by the Office on the day's transaction
  • Procedure Date: Sets the date of the daily results
  • Use Posted Date: When checked the report will use the specified date as a Posted Date
  • Exclude Statements: Excludes Statement entries as report results
  • Show History: Adds the day's user history to the report results
Results
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  • Procedure/Posted Date: The Procedure or Posted Date of the day's result
  • Number: The Account Number related to the entry
  • Patient/Primary Name: The Patient/Primary name related to the Account result
  • Code: The code or transaction type related to the result
  • TH/SU:
  • Description: A description of the result's code or transaction
  • Prov:
  • Charge: Any charge on the transaction result
  • Tax: Any tax on the transaction result
  • Payments: Any payments on the transaction result
  • Pos. Adj.: Any positive adjustment on the transaction result
  • Neg. Adj.: Any negative adjustment on the transaction result
  • Refund: Any refund on the transaction result
  • Write-Off: Any write-off on the transaction result
  • Phone #: The account phone number
  • User ID: The ID of the MacPractice User to last update the transaction
Grand Totals
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The Grand Totals section of the Day View All Report displays types of charges and their respective totals within three columns:

  • Type: The type of transaction or entry
  • Day Sheet Day: The Grand Total for the specified day
  • Day Sheet Month-To-Date: The Grand Total from the first of the month to the specified day
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