eyecare practice managementoptometrist practice management newsoptometric services practice managementophthalmic practice management members
optometry bulletinoptometric tutorialeyecare downloadoptometrist contact




New and updated reports

Activity Totals by Financial Group - new

Reports financial activity by Financial Groups. Information is totaled by financial group. This report is not a comprehensive list of all products. Only products that had charges or payment during the reporting period.

This report is like the Activity Summary by Financial Group except it does not break activity by month. Activity counts are totaled for the whole reporting period.

Activity Totals by Product - new

Reports financial activity by Financial Groups. Information is totaled by product. This report is not a comprehensive list of all products. Only products that had charges or payment during the reporting period.

This report is like the Activity Summary by Product except it does not break activity by month. Activity counts are totaled for the whole reporting period.

Activity Totals by Provider - new

Reports financial activity by Financial Groups. Information is totaled by product. This report is not a comprehensive list of all products. Only products that had charges or payment during the reporting period.

This report is like the Activity Summary by Provider except it does not break activity by month. Activity counts are totaled for the whole reporting period.

Activity Summary by Financial Group - updated

Reports financial activity by Financial Groups. Information is grouped by date, financial group, and product. This report is not a comprehensive list of all products. Only products that had charges or payment during the reporting peroid.

The default search criteria was changed

Overdue Patient Accounts

Patient past due account balances. Only people with a patient balance greater than 60 days are included in this report by default. Run Age Accounts prior to running this report.

This report was changed to report the guarantor for the overdue patient account. The patient is listed also if different from the guarantor.

Macintosh Windows
Reports01-10-23.sit.hqx Reports01-10-23.zip



Back to Top
Home | News | Services | Support | Members | Contact Us