Management Reports Menu

The Management Reports menu contains commands used to print a variety of reports providing information to help you manage your practice.

Directions:

To open the Management Reports menu, click the following sequence:
Reports from the Menu Bar; and Management Reports.
Keyboard shortcut: [ALT] [r] [m]
The table below describes the available options.

Management Reports Menu Items
Aged Trial Summary Report	Reports the transactions that have affected the accounts receivable over the past month. Use the report to see how quickly charges and payments are being entered. Keyboard shortcut: [ALT] [r] [m] [a]
ATB Profile Report	Reports gross revenues by financial category. Keyboard shortcut: [ALT] [r] [m] [ARROW]
Procedure Statistics Report	Examines procedure statistics by location and/or provider. Keyboard shortcut: [ALT] [r] [m] [p]
Profile Analysis Report	Reports the number of services and payments that are posted each month along with the percent collected allowing you to spot reimbursement trends. Keyboard shortcut: [ALT] [r] [m] [p]
Referral Analysis Report	Reports the sources that are generating new patients for your practice. Keyboard shortcut: [ALT] [r] [m] [r]
Transaction Summary Report	Reports information used to analyze various types of transactions for a range of service dates, posting dates or payment dates for patients in a specified age category. The report allows you to view this information for insurances, sorted by provider, location or by location and provider. Keyboard shortcut: [ALT] [r] [m] [t]
Underpayment Report	Reports comparisons of daily payments to procedures' Allowed amounts for specified insurance form types, allowing you to verify that you are getting paid the full amount. Keyboard shortcut: [ALT] [r] [m] [u]