Year-End Edge Cloud Reports

Posted by Michelle Haupt on Dec 10, 2020 12:21:34 PM

By Derek Dohrman

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It’s that time of year again. The time to start thinking about the end of the year. What does that mean in terms of Edge Cloud? End of year reports! Here is a list of recommended and optional reports that you can run for accounting and practice wellbeing.

Recommended Reports:

Transaction Summary: Run this for the entire year. You should also run this monthly throughout the year.

Accounts Receivable Aging: Run this at the end of the year for today’s date. Be sure to mark the checkboxes next to Exclude Insurance Contracts and Exclude Zero Dollar Balances.

Insurance AR Aging By Company or Open Insurance – By Company: If you age out insurance, run the Insurance AR Aging By Company. If not, run the Open Insurance Report. Like the standard AR Aging, run the Insurance AR Aging at the end of the year for today’s date and mark the checkbox next to Exclude Zero Dollar Balances.

Practice Monitor: This report is always year to date. Run it at the end of 2020 or beginning of 2021 with a date of 12/31/2020. If the statistical numbers at the bottom of the report do not match, there are two editors that you need to verify are set up correctly. In the Procedures editor (or Appointment Type for Edge Specialist offices), ensure the “Type” is set properly on each appointment. In the Status editor, make sure the classification is set, if applicable, to that status.

Optional Reports:

Practice Statistics: Provides status, treatment fee, and miscellaneous financial information.

Daily Transaction Report Summary and/or Deposits By Date: Run this report month by month. These reports give you a breakdown of the individual Transaction Reports that were ran during the period selected. They can help see trends or help verify your bank account balance.

Charge and Receipt Summary: Section A of this report includes the full Treatment Fee at the start date, not as charges become due. Section B includes Treatment Fee Charges as they fall due, not the full fee at the Start Date. If your accountant wants something different from the Transaction Summary, they are typically looking for Section B of this report.

Deband Analysis and/or Treatment Efficiency: These reports break down length of treatment and cost per visit.

Exceeds Length of Treatment: This report shows patients who have gone past, or nearing (if chosen in the settings) their expected appliance removal date.

NP Exam Analysis and/or Case Acceptance: These reports can help track what happened to the patient after the Exam/Consult appointments.

Starts and Exams: Displays multiple charts tracking the starts and exams, and can compare them to previous years.

Honorable Mentions:

Appointment Reports: Emergency Tracking, Kept Procedure Summary – By Year, Needs Appointment, Patients with No Appointment

Patient Reports: Referral Report, Referral Analysis, Recall Report, Status Count Comparison

Derek Dohrman, Ortho2 Advanced Tech & Trainer, has worked at Ortho2 for 15 years and has done countless on-site and remote trainings. He enjoys playing games, video and board, trail walks with his dog, and keeping up with new computer technology.

Topics: orthodontic practice management, orthodontics, production, edge cloud, strategic planning, year-end reporting, reports

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