The Daily Page

Daily Billing Report

The Daily Billing Report lists all the items invoiced on a particular day.

The report can be printed by clicking on the Printer button. In a multi-doctor practice you can view and print one particular doctor’s billing or all the billing for the day. You can include or exclude credits applied to invoices by selecting the Show Reversals checkbox. You can view the billing for previous days by clicking the date arrows.

Note: If you view billing from previous days, then the Payment column does not necessarily correspond to what was actually received on the day the invoice was created. The Payment column is showing what has been receipted against the item at any time since it was originally invoiced.

Daily Banking Report

See The Banking Report for information.

Daily Transaction Report

The Daily Transaction Report displays all transactions for that day including invoices, receipts, credits and reversals. This report can display all transactions or just transactions involving a particular doctor. Individual provider reports will include any surgical assist fees also.

Note: In a multi-doctor practice, a receipt may cover items charged by different doctors. That is, if a patient has been seen by Dr A and Dr B and charged $50.00 each, and comes in with a cheque for $100 which is receipted against both items, then that receipt transaction will involve both doctors. Therefore, if you view Dr A’s daily transactions there will be a receipt for $100. If you view Dr B’s report then the same transaction for $100 will also appear because the transaction involves both doctors.

For this reason, if you pay employee doctor’s on their receipts, you should not use this report to determine their receipts. You should always use the Billing vs Income Report which distinguishes between the actual payments for each doctor.

Manual Batches

Please see the Manual Batching chapter for more information.

Bulk Bill/DVA Transmissions

Please see Bulk Bill and DVA Claims for more information.

Patient Claims Transmission

Please see Patient Claims for more information.