Support Center

Reports

Last Updated: Oct 08, 2014 09:24AM EDT
There are hundreds of Reports in Dentisoft Cloud Pro to choose from, just click the reports tile and you will see a list of reports organized in folders by category and frequency. Click the + to expand the folder and you can mouse over the reports to display a description of what information the report will generate. 

 There are a few main reports that you would use on a daily basis: 

On the Lower right you will see the By Frequency Section, Click the + the expand the Folder and you will see Appointments and Financial, In the Financial folder you will see Daily Activity, Daily Deposits, Day sheet by Provider etc. 
In the Appointment folder you will see Daily Routing slips and missed appointments etc. 

There are also account specific reports on the Patient Visit Page, Search for a patient > click the visit tab and you will see account specific reports on the lower left. Account Ledger, Walkout Statement, Treatment Plans etc. 

To print the report you must be using Internet Explorer and  apply these settings here: 

http://customercenter.dentisoft.com/customer/portal/articles/1138790

If you are using another browser you can export the report to a PDF and then print if needed. 


 

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