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iPhone Interface - Reports

The Reports function of the iPhone interface shows you daily financial report information. This report is similar to the Reports > Daily > Day View All Report in the MacPractice software, and includes information such as charges, payments, and adjustments. To generate results, you'll need to enter a date in the top left corner and hit Apply. The report will default to today's date.

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You can filter down results by tapping the Filters button in the upper right corner to set filters for the report.

By default, all filters are set to Off. Setting all the filters to ON or all to Off will display the same information. If some filters are set to ON and some to Off, the report will only include data from the providers and offices set to On. Tap Cancel to return to the report without altering the filters. Tap Apply to apply the new filters and return to the report.


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