Run the Daily Transaction Summary to obtain charge, receipt, adjustment, and deposit totals as calculated on your Transaction Reports.When generated for a range of dates (such as the first and last days of a month), the report includes one line for each transaction report generated within that time.
ViewPoint main menu > Practice Reports > Financial > Daily Transaction Summary.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
First & Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.
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