Collection Reports in a dental software..
Dent software has two type of Collection reports: 1. Collection report 2. Collection report – Treatment wise.
1. Collection Report
These days most of the dental offices replace their paper based system into a EHR (Electronic Health Record) system using dental software. This enables them to get everything in few clicks. This increase the efficiency and reduces the time, which most dentists prefer. Some of the ingesting facts about the Dentsoftware collection report is as listed below.
1. Collection Report Treatment wise
Some Dental practices are interested to know how much collection that they made through specific treatments such as implants, Orthodontics, etc. The Collection- treatment wise report will help in getting this data. This report is also equipped with date period selection. The name of the treatment can be selected from the drop-box. The report is available in Treatment wise and payment wise.
Dentsoftware Collection reports helps to get the report for any period. Some software restrict the data only for a day, week or month. In Dentsoftware, the users may select any date period and see the results.
The Collection report in Dentsoftware gives a complete information regarding the mode of payment. This is very important since the payments are received from various third parties such as mobile wallets, online transfers etc. Apart from the normal modes of cash, card and cheque, there are other modes such as Paytm, PayPal, Banking wallets, etc. There is an option of a drill down in online wallets to get precise information. We can also search using the Transaction ID. To understand the mode of payment Dentsoftware has separate columns for the mode of payment
- Some big hospitals will have multiple cashiers. To get the information of who collected the payment, the cashier selection is important
- For the country with insurance, the mode of payment will show the insurance Company details.
- It is also important to map the payment with the treatment taken, the Dentsoftware will show the treatment for which the payment has been made.
- All the reports in our dental software are of exportable type. It can be exported to PDF, excel or CSV.
Benefits of using the Collection Report:
- Reveals the amount of cash received from up to a specified period.
- It is time-Saving as everything is available at a ‘click’.
- Overall idea regarding the patient details, treatment undergone, Payment given is specified clearly.
- Mode through which collection of payment is done, also revealed separately.
- Helps to keep a track of any fraudulent or malpractices done and keep a check.
The cashier option which mentions that under which cashier the collection transaction has been proceeded is easily identified.