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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 |