Posting
Fix,
for any range of Transaction reports or dates.Reversals & Fixes; Reversals & Fixes - Comprehensive; Reversals & Fixes - By Operator
Run a Reversals and Fixes report to review transactions that have been reversed
and flagged as Posting
Fix,
for any range of Transaction reports or dates.
ViewPoint main menu > Practice Reports > Audit> Reversals & Fixes (select from several options.)
Reversals & Fixes - This report is sorted in transaction-date order, and includes a total value at the end. Only transactions that have appeared on a final Transaction report within the range you specify are included, with the Transaction report number appearing along the left edge of the report. You can run the report for an individual orthodontist and/or office, or for all doctors and offices in your practice.
Reversals & Fixes - Comprehensive - This report is sorted in transaction-date order. The bottom of the report details transactions that have transaction dates that are different from the operator entry date. These items do not need to have appeared on a Transaction report to be included. If the transaction has not yet appeared on a final Transaction report, the report number listed alongside that item is " -1 ". For security purposes, you must run this report for all doctors and offices in your practice.
Reversals & Fixes By Operator - This report is sub-totaled by the operators who performed the reversals, and includes a grand total at the end. Only transactions that have appeared on a final Transaction report within the range you specify are included, with the Transaction report number appearing along the left edge of the report. You can run the report for an individual orthodontist and/or office, or for all doctors and offices in your practice.
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.
(Not available for Comprehensive report.) Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
(Not available for Comprehensive report.) Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.
Description vs. Reversal fields - The Description field of the report indicates the transaction description from the patient's ledger, while the Reversal field of the report indicates the reason that you selected when you reversed the transaction.
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