Creating Year End Financial Performance Reports

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Description

This quick guide outlines the steps required to create year end financial performance reports.

Contents

There are three suggested financial reports that every practice should create for year end: 

1. Responsible Party Aging Report - The Responsible Party Aging report contains all accounts with a balance owed to a practice and indicates whether the outstanding balance is owed by a patient or insurance company. The age of the balance is also contained within this report.


2. Period Summary Report - The Period Summary report contains payments, procedures, and other financial information within a specified date range.


3. Tax Receipt - Tax receipts for a specified period of time can be generated for a patient and may be either printed or emailed.

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Steps

Creating a Responsible Party Aging Report 
 

1. In the Sidekick, click the More menu, then click Reports in the drop-down list.



2. Within the Select Report menu, click Financial Reports, then click Responsible Party Aging.



3. The Responsible Party Aging report is displayed.



4. To filter data in the report, within the Filters menu, click Add a Filter.



5. To add a column to filter the report by, click Column.



6. In the drop-down list, click Pat. Total Owing.



7. Click equal to, then from the drop-down list, click greater than.



8. Click the horizontal line.



9. In the amount field, enter 0.01.

Note: Setting the filters to include amounts greater than 0.01 ensures that only outstanding patient balances are included within the Responsible Party Aging report.



10. Click Apply Filters.



11. The Responsible Party Aging report containing the filtered data is displayed.

Creating a Period Summary Report 
 

1. Within the Sidekick, click the More menu, then click Reports in the drop-down list.



2. In the Select Report menu, click Financial Reports, then click Period Summary.



3. The Period Summary report window opens in a new tab.




4. To choose the reporting date(s):


1. Click the Date field.



2. In the Select date dialog box, choose the appropriate date option, then click the Done button.



5. To select the provider(s) of service:


1. Click the Provider(s) of service drop-down menu.

Note: A provider of service is a practitioner that performs dental services for a patient.



2. Select the applicable provider(s) of service within the Active and Inactive columns, then click the Done button.



6. If required, the default dentist(s) can be selected as indicated below:


1. Click the Default dentist(s) drop-down menu.

Note: A default dentist is the dentist that is assigned to a patient within the patient's profile.



2. Select the applicable dentist(s) within the Active and Inactive columns, then click the Done button.

Note: When one or more default dentists are selected, the total amounts for the services completed by the selected providers of service will be calculated with reference to the selected default dentist(s). As such, only the services performed by the selected default dentist(s) and providers of service will display in the report. It is therefore important to keep in mind that the productivity displayed for the selected providers of service will be limited to the dentists selected in the Select default dentists dialog box. To avoid this from occurring, ensure that all dentists are selected.



7. The report can include the clinic(s) where payments were collected as well as where transactions were applied. To select the clinic(s):


1. Click the Clinic(s) drop-down menu.

Note: If a practice has only ever had one clinic, the Clinic(s) drop-down menu will not display.




2. Select the applicable clinic(s) within the Active and Inactive columns, then click the Done button.

Note: To create a report which displays the production, payments, and transactions for a provider of service by clinic, run a report for the provider of service for each individual clinic.



8. The report can be ordered by date or patient name. To select how the report is ordered:


1. Click the Report ordered drop-down menu.




2. In the drop-down list, select the applicable report ordering type.



9. To select which profile tag(s) should be included in the report:


1. Click the Profile tag(s) drop-down menu.

Note: For additional information about profile tags, refer to the quick guide, Creating, Adding, and Viewing Profile Tags.




2. Select the applicable profile tag(s) within the Active and Inactive columns, then click the Done button.



10. There are five sections that can be included within the report. To select the applicable section(s):


1. Click the Sections to display drop-down menu.




2. In the drop-down list, select the applicable section(s) to display in the report.



11. To include providers that have no production in the report, select the option to Show providers with no production.




12. To create the Period Summary report, click the Run report button.




13. The report is displayed.




14. To print the report, click the Print button.




15. To convert the report into a CSV file, click the Export CSV button.

Note: When the Period Summary report is exported, each section selected in the Sections to display drop-down list will be exported into its own separate CSV file. If more than one section was selected in the Sections to display drop-down list, and only one file was exported, it may be the case that Google Chrome is blocking pop-ups. If pop-ups are blocked, Curve Hero will not be able to export multiple CSV files. To allow pop-ups in Curve Hero, refer to the quick guide, Exporting Multiple Sections in the Period Summary Report to CSV.

Generating a Tax Receipt 
 

1. In the Sidekick, locate the patient.


2. Within the Sidekick, click Billing.



3. In the Billing module, click the More billing options menu, then click Generate tax receipt.




4. The Generate Tax Receipt dialog box is displayed.



5. To select the start date, click the Start Date drop-down menu, then select the applicable date within the calendar.



6. To select the end date, click the End Date drop-down menu, then select the applicable date within the calendar.



7. The tax receipt can either be printed or emailed as indicated below:


• Print Tax Receipt


1. In the Generate Tax Receipt dialog box, click Print Tax Receipt.



2. The tax receipt is displayed in a new tab.



• Email Tax Receipt


1. In the Generate Tax Receipt dialog box, click Email Tax Receipt.



2. The tax receipt is emailed and a message indicating the Email has been sent is displayed.

Note: The email will be sent to the responsible party.