What is the best report to run for EOM that shows Charges and Collections broken down by provider?
Hello @Megharris,
You can find some suggested monthly posts and a job aid here, https://community.carestreamdental.com/t5/SoftDent-Documentation/Monthly-Reports-Job-Aid/ta-p/9390.
This post may be helpful as well, https://community.carestreamdental.com/t5/SoftDent-Documentation/SoftDent-Daily-Weekly-Monthly-Repor....
@lindamoseley @asmith @tsalcido do you have any suggestions specifically about a report to run at the end of the month that shows charges and collections broken down by provide?
In addition to the suggested reports you may also like the Practice Summary Report: Reports>Practice Management>Practice Summary
Set the date range and uncheck any boxes for unneeded information.
Thank you for your reply!
