Reports
This report is run daily and it is a breakdown of production as well as the categories of services provided.
What is a Production Summary Report?
If this payment is not received within 90-days, the submission could be invalid.
What is an insurance claim payment?
These are additional monies paid to an employee, or accrued over time at a rate of 4%.
What is vacation pay?
These slips must be sorted by payment type to make balancing day end easier.
What are the POS receipts?
This report should be run at least monthly to ensure no accounts become uncollectible.
What is the Aged Accounts Receivable Report?
This report will summarize all payments received that day.
What is a Payment Summary Report?
This front end team member processes daily payments from patients via debit, credit or financial arrangements.
Who is a DOA?
This is a form new employees must complete to determine the proper tax claim code.
These must be checked to ensure accuracy for balancing day end.
What are the payments processed from insurance carriers and EFT's?
This is a lengthy report that must be run on a specific date each month.
What is a Month End Report?
This report summarizes write offs, reversals and professional courtesies.
What is an Adjustment Summary Report?
The Office Manager will commonly process these payments in a quiet work space.
This is a summary of remuneration sent out to employees and former employees for the preceding year.
What is a T4?
This report will provide you with information about patients who cancelled short notice, did not show up and who have not booked their next visit.
What is a Day End Report?
This report is used along with a Production Summary Report, to calculate payments to associates.
What is an Adjustment Summary Report?
If you had to change a payment transaction, this report will show it.
What is a Modified Transaction Report?
This is a memorandum itemizing currency, debit and credit card payments.
What is a deposit slip?
If an interruption of earnings is experienced, the employer has 05-days to issue this.
What is a Record of Employment (ROE)?
These must be placed on the dentist's or office manager's desk at the end of the day.
What is the are the day end reports and the POS slips?
This report must be run at least monthly to ensure no claim submissions become invalid.
What is an Insurance Claim Aged Accounts Receivable Report?
This report must be run at the end of each day.
What is a Day End Report?
This is stamped on every cheque received by the dental clinic.
What is a Restrictive Endorsement?
If a new employee does not have one, they must apply for one.
What is a Social Insurance Number?
This must be done with accuracy to ensure the insurance payments and EFT's are applied to the correct patient and correct treatment(s).
What are allocating payments?
This report can be used to calculate payments to associates.
What is a Production Summary Report?