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Day Sheet for Associate
Posted: Tue Jun 03, 2014 10:04 am
by 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
Re: Day Sheet for Associate
Posted: Tue Jun 03, 2014 10:14 am
by vernonhillsdc
How can you give your associate a daily production sheet?
Re: Day Sheet for Associate
Posted: Tue Jun 03, 2014 11:06 am
by 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.
Re: Day Sheet for Associate
Posted: Tue Jun 03, 2014 2:32 pm
by vernonhillsdc
The report has patient name and procedure performed which is PHI
Re: Day Sheet for Associate
Posted: Thu Jun 05, 2014 5:49 am
by 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