OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Opening the Reports, Statements & Graphs Window
Chapter 13 Creating & Printing Reports & Statements
Notes
• Before you create and print reports and statements, set up your
security preferences for reports. For more information on setting up
security preferences, go to Setting Up Security on page 47.
• Any transactions posted at the Home Office location will only be
listed on the Home Office reports. To include Home Office
transactions in a report, select Home Office or All from the location
drop-down menu in the Selection Criteria and Sort Order.
• Eyefinity/OfficeMate suggests that you print the following audit
reports on a daily or monthly basis to help you effectively manage
your practice’s finances: Accounts Receivable Variance, Adjustment
Register, Applied Payment Register by Date, Products Sold, Day
Sheet by Provider on Fee Slip by Line Item, Deposit Ticket, Discount
Register, Fee Slip Detail, Insurance Aging by Patient Detail, Monthly
Production Summary, Patient Aging - Detail, Production, Returns
And Refunds, and Unapplied Amounts.
• Print reports and statements using 8½” × 11” paper stock.
Opening the
Reports,
Statements &
Graphs
Window
Open the Reports, Statements & Graphs window using one of the following methods:
• Click the Reports icon.
• Click the Reports menu on the main window toolbar and, depending on the
report you want to create, select OfficeMate or ExamWRITER.
Adding &
Removing
Reports From
Tabs
This section tells you how to add and remove reports from the Daily, Weekly, Monthly,
Yearly, and On Demand tabs in the Reports, Statements & Graphs window, including
how
• To add reports to tabs, 498
• To remove reports from tabs, 502
To add reports to tabs
Note
You only need to add a report to a tab once; you do not need to add a
report to a tab every time you open the Reports, Statements & Graphs
window.
Open the Reports, Statements & Graphs window. For more information on
opening this window, go to Opening the Reports, Statements & Graphs
Window on page 498.
Click the Daily, Weekly, Monthly, Yearly, or On Demand tab.
Click Add.
The Report Listing window opens.
498 OfficeMate Home Office User’s Guide