Transaction/Frequency Report - view Parameters Screen, view Report.
The Transaction Frequency Report lists the number of instances of a particular procedure you have performed, and the resulting production per procedure. The parameters screen has similar options to that of the Day Sheet. The parameters are:

• Date Range - Procedures are only considered if they fall within this date range.
• Modify Sorting - You may sort by Procedure Code, Frequency (number of time the procedure was performed), or Amount (production totals).
• Single Doctor - Limit the report to one performing doctor.
• Single Hygienist - Limit the report to one hygienist.
• Procedure Categories, Code, Adjustment Categories, Payment Categories - This options work in exactly the same as they do in the Day Sheet.

Treatment Not Complete/ (X) Days Since Last Visit
This report is used to find patients who have not returned to have all their treatment completed. In order for a patient to be listed in this report, he or she must meet two criteria:

1. Treatment Complete Status is “No”
2. A certain amount of days has elapsed since the patient's last visit

Before printing the report, the program will ask you to enter the number of days elapsed since the patient's last visit date. The program will then check each patient who has not been designated as having their treatment complete. Once found, the program will check the last time the patient was in by looking at the recorded "Last Visit Date." If the patient meets both criteria, he or she will be listed in the report.

NOTE - A patient’s Treatment Complete status is set on the Posting screen. Click the button to set the status before leaving Posting.

One of the column headings on the report is "$ Proposed." This refers to the amount of treatment (in dollars) this patient has entered as Proposed (needing to be done). Another heading, "$ Past Due", refers to the amount this patient is delinquent (if any). These two items are useful factors when considering who to call for an appointment.

Fee Schedule Comparison Report
The Fee Schedule Comparison Report is a screen that will compare what was actually charged using one fee schedule with what would have been charged had an alternate fee schedule been used. For example, if you have a special Medicaid fee schedule for your Medicaid patients and you are curious to know how much those same charges would have been if your regular office fees were used, just set the date range you are interested in, set the Actual Fee to "Medicaid," the Alternate Fee to "Office" and click OK. The Total Charges and Total Procedures Posted for each schedule will display. The report can be limited in various ways including date range, single doctor, single hygienist, procedure codes, and patient type.