October 02, 2019
Write-downs, write-offs, professional courtesies, and the like are all adjustments to production that are not collectible. Therefore, regardless of how you pay your providers, you need to keep a close eye on the adjustments in your practice. The Dentrix Ascend Power Reporting module allows you to build a report that will provide as much adjustment detail as you could want, for whatever time frame works best for you. There are several ways to build a custom report; in this example, we’ll start with an existing summary report and show you how to add in the details. Note: This post is intended for users who have some experience working with Power Reporting.
1. Open the Adjustment Summary report, from either the Power Reporting module or the Insights dashboard.
2. Click the available fields and layout icons for editing.
3. Add the following fields to the report by scrolling or searching through the available fields and either double-clicking the field name or dragging it to add each to the Layout rows.
- Date (local Created Date)
- Primary Guarantor
4. Remove the Count and Average Write-off measures because they no longer apply in a detailed report. Click the drop-down on a measure name, and select Remove from Report.
5. Click to edit the default Month filter, and set the report to a time frame of your preference. Click the editor icons to close the Available fields and Layout columns and make the report fit the window. Your report will look something like this:
6. Save the report as a template for later use.
- Created Date is a great choice for this auditing kind of report because it will include adjustments that were backdated.
- You can add fields that you find helpful to the report beyond those listed here. When a report has many fields you may find it easier to read after you export it to another format, like a spreadsheet.
- If you need a daily report, delete the Month filter and add the created date as a filter, which you can set to Today or Yesterday.
- To remove the trend arrows from the Amount measure, right-click the column header, point at Conditional Formatting, and click to deselect Trend Arrow.
- For more information about adjustment configuration, see Common Adjustments & How to Use Each One.