Recommended Reports

QSIDental Web offers a variety of reports that provide crucial information about the practice.

Reports can be launched from the Reports menu where the reports are organized into categories. These categories make the reports easy to find and use.In the list below, the light blue lines indicate the category where the report is contained.

Daily, Weekly, Monthly Reports


Report Name
Daily Reports
Daily Reports- Reports>Daily Reports
Daily Journal by Provider-Detail
Deposit Slip
Deposit Slip- Credit Card
Weekly Reports
Adjustments- Reports>Daily Reports
Executive Day Sheet
Recall- Reports>Recall Reports
Recall Due/Overdue but Not Scheduled Report
Appointments- Reports>Appointment Reports
Missed Appointment List
Appointment Cancellation List
Monthly Reports
Management- Reports>Management
Aging by Provider Detail
Audit Trail Report
Income Allocation-Summary
Insurance- Reports>Insurance Reports
Outstanding Claims
Capitation Utilization-Summary
Pre-Authorization Claims List
Claims not Created
Treatment Plan- Reports>Treatment Plan Reports
Treatment Plan Status Report-Detail
Referrals (All Patients)- Reports>Referral Reports
Referral Production List
Referred Out List
Referrals (New Patients)-Reports>Lists>Patient List
New Patients- By Referral
New Patients-By Referral Type
Other- Reports>Daily Reports
Executive Summary By Provider

Other Report Recommendations


Report Name
Daily Reports
Daily Reports- Reports>Daily Reports
Daily Scheduled Production- Daily Reports>Daily Scheduled Production
Appointment Report-Reports>Appointment Reports
Appointment Detail
Weekly Reports
Appointments-Reports>Appointment Reports
Lab Sent Not Received Appointment List
Monthly Reports
Management Reports- Reports>Management Reports
Treatment Plan Analysis
Production by Codes
Production by Category-Detail
Insurance Reports
Production Summary by Carrier
Other
Account Ledger- Reports>Ledger Reports
Patient Lists- Reports>Lists>Patient Lists