Department Reports

Work of Department Reports in Dental4Web

Quote
Track departmental workloads by procedures and/or providers.
Notes
Note: The Work by Department reports are applicable to those using the Departments features in Dental4Web.

Work of Department done by Procedure

Work of Departments done by procedure report tracks the workload done by the departments that have been setup.

Run the Report
  1. Click the navigation menu > Location Management > Reports page
  2. Double click Work of Department done by procedures report
    1. Department: Select the department or All Departments 
    2. Date: Select the period to base this report on
    3. Category of Specialists: Select Provider or Assistant
    4. Divide by specialists: Tick to separate specialist (providers) by page when more then one specialist is included in the report
    5. Show inactive specialist as well: Tick to include inactive providers
    6. Specialists: Select who to include in the report
    7. Click OK

Report Details
  1. Item: Item number used in Treatment
  2. Description: Description of item number
  3. Responsible party on accounts: 
    1. Patients: Quantity of item number and amount invoiced with patient listed as responsible party on Invoice
    2. Other: Quantity of item number and amount invoiced with Third Party or Guardian listed as responsible party on invoice
    3. Insurance: Quantity of item number and amount invoiced with Insurance listed as responsible party on invoice
  4. Total: Total of item numbers and amounts Invoiced 
---------------------------------------------------------------

Work of Department done by Providers

Work of Departments done by provider report tracks the workload done by the departments that have been setup broken down by provider

Run the Report
  1. Click the navigation menu > Location Management > Reports page
  2. Double click Work of Department done by providers report
    1. Department: Select the department or All Departments 
    2. Date: Select the period to base this report on
    3. Category of Specialists: Select Provider or Assistant
    4. Show inactive specialist as well: Tick to include inactive providers
    5. Specialists: Select who to include in the report
    6. Click OK

Report Details
  1. Specialist: Treating Provider
  2. Responsible party on accounts:
    1. Patients: Quantity of all item numbers and amount invoiced with patient listed as responsible party on Invoice
    2. Other: Quantity of all item numbers and amount invoiced with Third Party or Guardian listed as responsible party on invoice
    3. Insurance: Quantity of all item numbers and amount invoiced with Insurance listed as responsible party on invoice
  3. Total: Total amount Invoiced 
---------------------------------------------------------------

Work of Department done by Providers (details)

 Work of Departments done by providers (details) report tracks the workload done by the departments that have been setup by patient and amount invoiced. 

Run the Report
  1. Click the navigation menu > Location Management > Reports page
  2. Double click Work of Department Done by Providers (details) report
    1. Department: Select the department or All departments
    2. Date: Select the date range to base this report on
    3. Payment Sources: Select from Patients, Insurance, Other or ALL
    4. Staff Type: Select Provider or Assistant
    5. Specialists: Select who to include in the report
    6. Show inactive specialist as well: Tick to include inactive providers
    7. Click OK 
                                               
Report Details
  1. Account ID: Invoice ID
  2. Date: Date of treatment
  3. Patient: Patient Name
  4. Address: Patient Address
  5. Provider: Treating provider
  6. Amount: Amount of Invoice
  7. Total: Total of all invoices in report