Diamond Dental Software generates many reports to assist you in analyzing and evaluating your practice activities. From the Main Menu select the Reports button and the Reports Menu will display. Most Diamond Dental Software reports have a "Parameters" or "Options" screen. The parameters screen has several selections that will increase the specificity and therefore the power of the report.

Proposed Treatment Report - view Parameters Screen, view Report.
We are going to go into some depth in our explanation of the Proposed Treatment Report in order to illustrate some of the basic features that are common to all reports. The Proposed Treatment Report will list patients who have proposed procedures which have not been completed. When this report is selected from the Reports Menu, the Proposed Treatment Report Parameters screen will open. This type of options screen is capable of multi-selections, that is, you may select more than one option. We call the individual options on this screen "limiting factors" or “filters” as they will cause the program to limit its search to certain selected patients who meet specific criteria. You make the selections by clicking the appropriate selection buttons and if necessary, answering whatever questions that are asked. By not selecting any choices you will print the greatest number of patients.
Using the Proposed Treatment Report Parameters screen as an example, suppose we select Specific Patient Type, Selected Doctors, and Bypass Delinquent Accounts. When you click the Specific Patient Type option, the Patient Type Selection screen pops up. This selection screen displays all the Patient Types that you have entered into your system. You may select one or more types by clicking on them. In this example screen shot, two Patient Types have been selected, "Delta Dental" and "Blue Shield." Patients who do not have the Patient Type of "Blue Shield" or "Delta Dental" will not be included on this hypothetical report. The effect of not selecting the Patient Type option will cuase the report to not consider Patient Type as a limiting factor.

When you click on the Selected Doctors button, the Doctor Selection screen will appear, displaying the doctors that have been entered into your program. Again you may pick one or more doctors. Only patients assigned to these selected doctors will be included on this report. This refers to the "Assigned Doctor" for an account. By not using the Selected Doctors option, the Assigned Doctor for an account will not be a factor for the report.

When you click on the Bypass Delinquent Accounts button it simply highlights. Nothing further is required. Patients who have a delinquent balance will not be included on this report. Delinquent accounts will have Due Now amounts that are over 30 days late.

Another option seen for most of the reports is Modify Sorting. Sorting will control the order in which items on the report are listed. Each report will have its own unique sorting options. If sorting is not modified, items will be listed in ascending alphabetical order, that is A, B, C, etc. by last name. When you click on the Modify Sorting button, the Sorting screen will display. As seen in the Sorting screen, six sorting options are available, and each of these options can be made to sort Ascending (such as abc or 123) or Descending (cba or 321). Changing the sorting will affect the current report only. After returning to the Main Menu and coming back to print this report again, sorting will once again be at the default of Last Name and Ascending, unless it is once again modified.