Day Sheet for Associate

[vernonhillsdc]

Does anyone give their associates day sheets (daily production report) using Open Dental for each day? Daily production report has patient name and procedure. This would be PHI and they would not be able to take home. Thank you

[vernonhillsdc]

How can you give your associate a daily production sheet?

[Jorgebon]

Go to the main menu and select "Reports". Then select "More Options" under the Production and Income section. Select "Daily" and then the associate provider. Click OK.

[vernonhillsdc]

The report has patient name and procedure performed which is PHI

[JimZ]

Do as Jorge said but instead of clicking Daily, click Monthly, select the appropriate provider and for the date range place the date you desire in both areas. This will give you a total for the day and it won't be broken down by patient if you're concerned about privacy. You could do a whole week by changing the date range and print the report once a week also.


Jim Z