Aging Report for hygienists

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Hersheydmd
Posts: 700
Joined: Sun May 03, 2009 9:12 pm

Aging Report for hygienists

Post by Hersheydmd » Sun Oct 27, 2013 6:09 pm

I can't get the Monthly Aging Report to report any balances for hygiene providers. All balances are being reported as the doctor's.
Whether I choose All Providers or just the doctor I get the same result, while choosing the hygienist gives a zero result.
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429

tgriswold
Posts: 122
Joined: Fri Jun 07, 2013 8:52 am

Re: Aging Report for hygienists

Post by tgriswold » Fri Nov 01, 2013 4:34 pm

The monthly aging report uses the primary provider for the patient. The provider selection for this report is just meant to filter down results, not attribute production or potential income to any particular provider.
Travis Griswold
Open Dental Software
http://www.opendental.com

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Hersheydmd
Posts: 700
Joined: Sun May 03, 2009 9:12 pm

Re: Aging Report for hygienists

Post by Hersheydmd » Fri Nov 01, 2013 9:33 pm

tgriswold wrote:The monthly aging report uses the primary provider for the patient. The provider selection for this report is just meant to filter down results, not attribute production or potential income to any particular provider.
The monthly Accounts Receivable report does filter for the hygienist, so why shouldn't the Aging report? The Account Receivable report only gives us totals by day, Can't tell which patients owe money for their hygiene visits. I have almost $10,000 in accounts receivable on my hygienists production and I can't tell who the patients are. Considering I pay her on commission I need this information.

On a separate note, the mobile app does the same thing. You can only filter the primary provider (doctor), you can't filter the hygienists' schedules, even though you can choose them from the drop-down list. It's illogical and quite annoying.
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429

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