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Canine II

collections reports

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How do I run a report that shows me each month's collections not production for a hygienist?  They are paid hourly, but we need to know how that is compared to the actual collections for hyg codes

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CS Dental Employee
CS Dental Employee

Re: collections reports

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Hello 

there are a few thing you need to have n place to track collections

Click List

Click Provider 

Double Click the Hygienist

Her provider # should be listed in the assign collections to box.  

once this is completed, you will need to make sure, 

  1. You post production, courtesy adjustments, payments, to her provider number.

Report (to show collections)

Click Reports 

Click Accounting 

Click Registers 

Click Period

Enter your desired date range

Select her Provider #

Click OK

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Community Manager
Community Manager

Re: collections reports

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@leeann can you help answer this? 

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Community Manager
Community Manager

Re: collections reports

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@FamilySmile I apologize for the delay. Our Application Specialist is having trouble adding her post here. I am going to paste what her reply is to your question, and once she is able to post she can add any additional details if needed. 

@leeann once you are able to add a comment you can check this to see if anything else needs to be added. 

If you are setup to track collections on the Hygiene provider window then you can go to Reports > Practice Management > Collection Reports > Reconciliation.  You can enter the dates you want to see and then enter the provider numbers for the Hygienist> click OK.  This report will give a daily total for hygiene.  If you want it one hygienist at a time then only enter 1 provider number.   You do need to be setup to track collections for each hygienist.

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Canine II

Re: collections reports

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Thank you for that information! How do I get set up to track collections for each hyg?

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Canine II

Re: collections reports

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I think I see where you mean.  We did just do that, but when we check out a patient, the hyg # goes for the exam too.  We have to manually change that in the transaction's window correct?  Ugh!  Is there a better way or am I missing something?

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CS Dental Employee
CS Dental Employee

Re: collections reports

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Do you have the exam setup as a hygiene code?  If you do, then uncheck the box on the exam code so it will not give the hygienist credit for doing the exam.  It will give it to the doctor of record or the doctor you assigned to the appointment.

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Highlighted
CS Dental Employee
CS Dental Employee

Re: collections reports

Jump to solution

Hello 

there are a few thing you need to have n place to track collections

Click List

Click Provider 

Double Click the Hygienist

Her provider # should be listed in the assign collections to box.  

once this is completed, you will need to make sure, 

  1. You post production, courtesy adjustments, payments, to her provider number.

Report (to show collections)

Click Reports 

Click Accounting 

Click Registers 

Click Period

Enter your desired date range

Select her Provider #

Click OK

View solution in original post