These tables explain the details and totals on the day sheet.
Transaction Details (Location)
The following table describes which details appear for each transaction in a given location.
Detail | Description |
|---|---|
Tooth number | |
Treated surface | |
Provider's ID (Note: For charges and charge adjustments only) | |
Date the procedure was created (entered into the system) | |
Patient's name | |
Procedure code, payment, or adjustment description | |
Date of the procedure in the ledger or clinical chart (Note: Transaction date may be different than created date) | |
Credit adjustments, third-party payments, and patient payments | |
Procedure code, payment, or adjustment | |
Charges and charge adjustments | |
Total Credits and total Charges (Note: If the selected Report Type is Payments Only, and you are filtering the report by payment tags, only the Location Details table is affected, so the Total line may not match the Applied Payment and Unapplied Payment lines of the Location Totals table.) |
Transaction Totals (Location, Organisation, and Provider)
The following table describes which totals appear for a given location, organisation, or provider.
Total | Description |
|---|---|
From the begining to the ending date of the specified date range | |
From the first day of the calendar month that the ending date of the specified date range is in up to the ending date of the specified date range. | |
From the first day of the calendar year that the ending date of the specified date range is in up to the ending date of the specified date range | |
From the first to the last day of the month prior to the calendar month that the ending date of the specified date range is in |
The following table describes how the totals are calculated for a given location, organization, or provider.
Calculation | Description |
|---|---|
Total amount of the charges for all completed procedures (Note: Does not include charge adjustments) | |
Total amount of all payments from this location that are applied to charges from the organisation | |
Total amount of all payments from this location that are not applied to charges from any location (Note: For organisation and location totals only) | |
Total amount of all credit adjustments from this location that are applied to charges from the organisation | |
Total amount of all credit adjustments from this location that are not applied to charges from any location (Note: For organisation and location totals only) | |
Total amount of all charge adjustments | |
Total amount of the charges for all procedures from this location that are associated with third-party claims (Note: On the custom day sheet, this amount includes only charges that are associated with claims that have been sent or printed) | |
Total amount of all estimated third-party rebates (Estimated Third-party Rebate = Charge - Contracted Fee) (Note: Calculated for patients with a third-party plan) | |
Charges - Applied Credit Adjustments - Estimated Third-party Rebates (Notes: Calculated for patients with a third-party plan; calculated based on service dates, whereas the other calculations for this report are based on transaction dates, so the applied credit adjustments, based on the service dates of the procedures on the report, usually do not match the Applied Credit Adjustments on the report; and there is no way to match the value for this measure by looking at other values on the report) | |
Total number of new patients (Note: Determined by the First Visit Date in the patient's record and the location where services were rendered) | |
Total number of unique patients with a completed procedure from this location. (Note: Determined by the Preferred Location in the patient's record; for provider totals, determined by the Primary Provider in the patient's record) | |
Charges divided by Patients Seen | |
Charges divided by the number of completed procedures | |
For the date prior to the beginning date of the specified date range, Charges + Charge Adjustments - Applied Payments - Applied Credit adjustments - Unapplied Payments - Unapplied Credit Adjustments | |
Previous Balance + (for the ending date of the specified date range, Charges + Charge adjustments - Applied Payments - Applied Credit Adjustments - Unapplied Payments - Unapplied Credit Adjustments) | |
Balance as of mm/dd/yyyy - Previous Balance |
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