Financial Transactions (DaySheet) Group Summary

An enhancement has been built for our DaySheet (Billing > Transactions Report (DaySheet)). This feature will allow you additional sort options.




Here are the benefits:
  • Break down the Day Sheet total by Office, Provider, Procedure Code, and Insurance
  • Break down the details at three levels using any of the combinations from the four options provided (Office, Provider, Procedure Code, and Insurance ).
  • The details for the specific criteria can be seen by clicking on the value and exporting the details.