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CS Dental Employee
CS Dental Employee

WinOMS End of Year Reports

This is a list of recommended reports in WinOMS to run at the end of every fiscal year. These year-end reports can be run at any time throughout the year.

IMPORTANT: These reports are not required to "close out" the year

  • Insurance Carrier/Plan Financial Analysis Report
  • Monthly Adjusted Receipts Reports
  • Practice Summary Report
  • Referral Dollar/Count Report
  • Service Office Summary Report
  • Transaction Summary Report
  • Credit Balance Report
  • Aged Receivables Report
  • Unapplied Payments/Adjustments Report


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