Creating Year End Financial Performance Reports

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Description

This quick guide guides through creating all reports needed for financing at the end of the year.

Contents

the following sections are covered in this quick guide:

Section 1 - Creating a Responsible Party Aging report 

Section 2 - Creating a Period Summary Report

Section 3 - Generating a Tax Receipt 
 

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Steps

Section 1 - Creating a Responsible Party Aging report 
 

1.  Within the Sidekick, click the More menu, then click on Reports in the drop-down list.
   [Zoomed in image of the side kick, the more menu is displayed with a box around the 3 lines, and a box around reports, which is highlighted.]  
2. In the Select Report menu, click Financial Reports, then click Responsible Party Aging.
   [Image of the select reports menu, financial reports is expanded, and the Responsible Party Aging is in a box.]
    
3. The Responsible Party Aging report is displayed.
   [Image of the Responsible Party Aging with the report details in a box]  
4. To filter data in the report, withing the Filters menu, click Add a Filter.
   [Image of the Select reports menu, the filters is showing underneath it, add a filter is in a box]  
5. To add a column to filter the report by, click Column.
   [image of the filters with the column in a box]  
6. In the drop-down list, click Pat. Total.
   [Image of the filters with the drop down open, pat total is in a box]  
7. Click Equal to, then from the drop-down list, click greater than
   [filter of the filters, equal to is in a box, the drop down is exposed, and greater than is in a box]  
8. Click the horizontal line.
   [image of the filters, the line is in a box]  
9. In the amount field, enter 0.01.
   [image of the filters with 0.01 entered and box]  
10. Click Apply filters.
    [Image of the filters, apply filters is in a box]  

11. The Responsible Party Aging report containing the filtered data is displayed.
[Image of the RP aging with the report details in a box]

 

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Section 2 - Creating a Period Summary Report

1. Within the Sidekick, click the More menu, then click on Reports in the drop-down list.
[Zoomed in image of the side kick, the more menu is displayed with a box around the 3 lines, and a box around reports, which is highlighted.]
 

2. In the Select Report menu, click Financial Reports, then click Period Summary.
[Image of the select reports menu, financial reports is expanded, and the Period summary is in a box.]
 

3. The Period Summary  report window opens in a new tab.
[Image of the Period summary canned report]
 

4. To choose the reporting date(s):
i. Click the Date field.
[Image of the Period summary with the date field in a box]

ii. In the Select date dialog box, choose the appropriate date option, then click the Done button.
[Image of the select date box, Last year is selected, there is a dialog box pointing to the calendar at the bottom. it says "For the In a date range option, enter the date range in the date fields or click the calendar icon to select a date from the calendar.]
 

5. To select the provider(s) of service:
i. Click the Provider(s) of service drop-down menu. 
[image of the Period summary with the providers of service filter boxed in]

ii. Select the applicable provider(s) of service within the Active and Inactive columns, then click the Done button.
[Image of the Select providers of service window, the active and inactive sections are in one big box together, and then the done button is another box.]
 

6. To select the default dentist(s): 
i. Click the Default dentist(s) drop-down menu.
[Image of the Period summary report with the default dentists filter with a box around it.]

ii. Select the applicable default dentist(s) within the Active and Inactive columns, then click the Done button.
[Image of the Select default dentists window, the active and inactive sections are in one big box together, and then the done button is another box.]
 

7. The report can include the clinic(s) where the adjustments were applied. To select the clinics(s):
i. Click the Clinic(s) drop-down menu. 
[image of the Period summary with the clinics filter boxed in]

ii. Select the applicable clinics(s) within the Active and Inactive columns, then click the Done button.
[Image of the Select clinics window, the active and inactive sections are in one big box together, and then the done button is another box.]
 

8. The report can be ordered by date or patient name. To select how the report is ordered:
i. Click on the Report ordered drop-down menu.
[image of the period summary with the report order filter boxed in]

ii. In the drop-down list, select the applicable report ordering type.
[Image of the report order drop down]
 

9. To select which profile tag(s) should be included in the report:
i. Click the Profile tag(s) drop-down menu.
[image of the period summary with the profile tags filter boxed in]

ii. Select the applicable profile tag(s) within the Active and Inactive columns, then click the Done button.
[Image of the profile tags window, the active and inactive sections are in one big box together, and then the done button is another box.]
 

10. There are four sections that can be included within the report. To select the section(s) to display:
i. Click the Sections to display drop-down menu.
[image of the Period summary with the sections to display filter boxed in]

ii. In the drop-down list, select the applicable section(s) to display in the report
[Image of the sections to display window, all sections are in a box together.]
 

11. To include providers that have no production in the report, select the option to Show providers with no production.
[Image of the period summary with the show providers with no production boxed in]
 

12. To create the Period Summary report, click the Run Report button.
[image of the Period summary with the run report button blocked out]
 

13. The report is displayed.
[Image of the Period summary with the report details in a box]
 

14. To print the report, click the Print button.
[Image of the Period summary  with the print button in a box]
 

15. To convert the report into a CSV file, click the Export CSV button.
[Image of the Period summary  with the Export CSV button in a box]

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Section 3 - Generating a Tax Receipt 

1. In the Sidekick, locate the patient.
 

2. Within the Sidekick, click Billing.
[Image of the sidekick, billing is in a box]
 

3. In the Billing Module, click the More billing options menu, then click Generate tax receipt.
[Image of the 3 dots between deposit and statements in a box, the menu is open, generate tax receipt is boxed.]
 

4. The Generate Tax Receipt dialog box is displayed.
[cropped Image of the generate tax receipt window.]
 

5. To select the start date, click the Start Date drop-down menu, then select the applicable date within the calendar. 
[Image with the start date in a box, calendar extended, and the whole calendar in a box] 
 

6. To select the end date, click the End Date drop-down menu, then select the applicable date within the calendar.
[Image with the end date in a box, calendar extended, and the whole calendar in a box] 
 

7. The tax receipt can either be printed or emailed as indicated below: 
 - Print Tax Receipt
    i. In the Generate Tax Receipt dialog box, click Print Tax Receipt.
     [image of the generate tax receipt window, the print tax receipt is in a box]

    ii. The tax receipt is displayed in a new tab.
      [Image of tax receipt details]

- Email Tax Receipt
  i. In the Generate Tax Receipt dialog box, click Email Tax Receipt.
   [image of the generate tax receipt window, the email tax receipt is in a box]

  ii. The tax receipt is emailed and a message indicating the Email has been sent is displayed.
    [ Image of the email has been sent notification is in a box]