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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

See Also

Reports

Reports Overview

Income Allocation Summary Report

Aging Reports

Daily Flash Report

Daily Scorecard Report

Lab Case Report

Credited Hygiene Reporting