Production/Income Reports
Production/Income Reports
I was wondering if there is a query or report that I can do where I can see production and income (for the month) without having "Scheduled" treatment for future days add to my total production total?
Re: Production/Income Reports
The built in P&I reports should do that for you. If you select the "More Options" item, it allows you to select a date range to see the information for things within that date range. It doesn't count treatment planned procedures, only completed procedures, in the totals.
"To understand what recursion is, you must first understand recursion."
David Graffeo
Open Dental Software
http://www.opendental.com
David Graffeo
Open Dental Software
http://www.opendental.com
Re: Production/Income Reports
For some reason mine does include the treatment planned procedures that are scheduled.
The Columns are as following:
DATE WEEKDAY PRODUCTION SCHEDULED ADJUSTMENTS WRITEOFFS TOTAL PRODUCTION PT INCOME INSURANCE INCOME TOTAL INCOME
And even though I am interested in my Total Production (because it takes into account my adjustments and write offs), it is adding my future scheduled treatment for later in the month. Any idea how to shut that off?
The Columns are as following:
DATE WEEKDAY PRODUCTION SCHEDULED ADJUSTMENTS WRITEOFFS TOTAL PRODUCTION PT INCOME INSURANCE INCOME TOTAL INCOME
And even though I am interested in my Total Production (because it takes into account my adjustments and write offs), it is adding my future scheduled treatment for later in the month. Any idea how to shut that off?
Re: Production/Income Reports
Ah the monthly P&I report. Yes, that one does include scheduled. As of now, there is not currently a way to remove it from the report but you could send us a feature request and vote on it, or add your votes to an existing one if it is already there!
"To understand what recursion is, you must first understand recursion."
David Graffeo
Open Dental Software
http://www.opendental.com
David Graffeo
Open Dental Software
http://www.opendental.com
Re: Production/Income Reports
Do you know if there is a way I can pay someone knowledgeable enough to make a Query or custom report for me to have that made?
Thanks
Thanks
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Re: Production/Income Reports
We provide that service!
http://opendentalsoft.com:1942/ODQueryR ... tForm.aspx
http://opendentalsoft.com:1942/ODQueryR ... tForm.aspx
Re: Production/Income Reports
Great, thank you!