ToDo List
The ToDo List is a list of things “to do.” Pocket 3Star’s ToDo List is fully functional and allows you to set, edit, and delete todo items on your Pocket PC which can later update the ToDo List in your Diamond Dental Software desktop computer. The ToDo List screen displays your todo items in a scrollable list. Just tap an item to view it in full detail on the Set/Edit Todo Item screen. You can also set a ToDo item for a particular patient while in the Patient Information section which was discussed earlier.

Reports
Pocket 3Star generates four important practice management reports. These reports are: Day Sheet, Accounts Receivable, Patient Report, and Recall Report. All reports have several options and are viewed on-screen only. Each report has a parameters screen, a detailed line item view, and a totals view.

Day Sheet Report
You can view the Day Sheet for any day or date range in the history of your practice. If you wish to limit the report to activity of a single doctor, hygienist, or account, use the Day Sheet Parameters screen. The Day Sheet screen report displays each line item on three lines. The tooth, surface, start date, finish date, doctor, hygienist, and fee are shown on the first line of the item. The patient’s name is shown on the second line. The procedure description is shown on the third line. The letter on the far right of the third line indicates if the procedure was posted as Done, Started, or Finished, or Not Applicable.

Accounts Receivable Report
The Accounts Receivable report displays an account’s Balance, Amount Due Now, and the aging amounts of Over 30, 60, and 90 days past due. Each line item is split into two, with the second line displaying the account name and account number. To the right of the name is a date and a number. This is the Last Patient Payment Date and Last Patient Payment Amount. This shows you the last time the patient paid, which gives more significance to the aging amounts. Several useful filters can be implemented to give the report more flexibility using the Accounts Receivable Parameters screen.

Patient Report
The Patient Report will give you a listing of all your patients (including archived patients if desired). For each patient you will see their name, account number, patient type, age, assigned doctor, last visit date, and home telephone number. The Patient Report Parameters screen allows the report to be limited by assigned doctor, patient type, treatment NOT complete only, last visit date range, and specific referral source.