The day sheet displays charges, payments, adjustments, and unearned revenue for your organization, locations, and individual providers for a specified date range.
To view the day sheet
From the Home menu, under Reports, clicktap Day Sheet.
The Day Sheet page opens.
On the Day Sheet page, set up the following options:
Locations - The transactions and totals for the selected locations. Do any of the following:
Select the All check box to view transactions and transaction type totals for all locations in the organization. Or, clear the check box to not view transactions and transaction type totals for any locations in the organization.
Select or clear the check box next to the current location name to view or to not view the transactions and transaction type totals for that location.
Click Select Locations to select or deselect locations.
Include Organization Summary - To view the organization's transaction type totals (the sum of the totals for all locations in the organization), select the check box.
Date Range - The date or date range of transactions to include on the report. Leave the current date selected, or select the desired date (today, yesterday, or a specific date) or date range (last 7 days, last 30 days, this month, or a custom range).
Report Type - The types of transactions to include on the report. Select whether you want to view the full report, only the payments received, or only the adjustments made.
Provider - The provider totals to include on the report. ClickTap a white space or the gray bar in the box to display a list. Then, select All providers to display totals for each provider in addition to the practice totals, None to not display totals for any provider, or a provider to view that provider's totals. To include totals for multiple providers, you must select each provider one at a time.
Note: To remove the All providers item or a selected provider, clicktap the corresponding X.
To include those payments that have a specific tag attached, clicktap the corresponding tag button as needed to make a green stripe appear on the left side of the button.
To include those payments that do not have a specific tag attached, clicktap the corresponding tag button as needed to make a red stripe appear on the left side of the button.
To include payments whether or not they have a specific tag attached, clicktap the corresponding tag button as needed to make the button not have a colored stripe, or do not clicktap the button if it already does not have a stripe.
On the message that appears, clicktap Continue.
Wait for the report to load. This can take from one to five minutes, depending on the date range.
To print the report, clicktap Print.