The following reports are available:
Clinic & Financial
Income & Expenses: Total of invoices, payments, insurance, expenses for the selected dates
Income & Expenses - Detailed: Detailed totals of invoices, payments, insurance, expenses
Aging Summary: All overdue invoices, by invoice number
Open Invoices: All open invoices or statement charges that haven't been paid
Paid Invoices: All fully paid for and closed invoices by number
Received Payments: List of payments by date
Patients & Receivables
Aging Summary: Overdue invoices for each patient
Open Invoices: Which invoices or statement charges haven't been paid
Income by Patient: Totals calculated for every patient
Insurance Claims: List of all invoiced insurance claims sorted by date
Claims by Patient: Insurance claims totals by patient
Claims by Insurance Co: List of all invoiced insurance claims sorted by company
Inventory Valuation: Summarizes the value of your inventory
Inventory status: Summarizes the value of your inventory by vendor
Stock Alerts: View Items with Qty Alert
Purchase Orders: Orders of products, listed by date, last to first
Purchase Orders Detailed: Detailed list of products, listed by date
Received Orders: Products received from vendors listed by order date
Received Orders Detailed: Detailed list of products received by date
Payments for Products: Payments for received orders by date
Product Sales by Date: Products sold to customers between the chosen dates, order by date
Product Sales for Patient: Products sold to customers order by patient
Purchase Order by Vendor: Orders of products, grouped by vendors
Purchase Orders Detailed: Detailed list of products, listed by vendors
Received by Vendor: Products received grouped by vendors
Received Orders Detailed: Detailed list of products received by vendors
Payments for Products: Total payments for received products for each vendor
Appointments & Sessions
Patients Seen: Patients visits list by date
Upcoming Appointments: All appointments from today
It is possible to expand or collapse the node of each section, making it easier to expose the reports most used for quicker access. The time period of
which the reports are based can be set using the Date Filter on the left.
Managing the Clinic Information
Using the Clinic Info button on the top toolbar opens a window where the clinic’s information can be added:
Besides the name and address and phones it is also helpful to insert the tax rate and whether CPT is taxed or not. Although not necessary, once inserted
PatientBooks can use it automatically when preparing an invoice or insurance forms.
It is possible to backup, restore, compress and repair the database. The database is divided into three physical files and some of the management
operations are applied differently to each.
It is a very good practice to back up your database on regular basis. When a computer suddenly crashes or brakes or gets stolen, it is the backup that can
save hours of work and information, at times saving the business from a complete shutdown.
It is also suggested to compact and repair the database on regular bases. A good practice would be to do so once a month. Although the database can hold
large amount of data and work flawlessly for years, still, in a technical and electronic environment many things happen such as electrical shortages,
clashes of background processes in the operating system, software that take too much memory etc, which can affect the physical files.
Compacting, repairing and keeping the database in good health can minimize any possible problems that might occur. It also makes PatientBooks work somewhat
faster when everything is in order and without unnecessary data.