PATIENT MANAGEMENT PROGRAM
Reports
Summary Sheets
PMP Summary sheets are easy to read and include detailed information regarding the period you request.
Pressing F4 while on a particular Appointment Book will activate a Daily Summary Sheet for that
practitioner for the date on the appointment book. Summary sheets can also be accessed from the Report
Menu and offer choices of Daily, Weekly, Monthly, Quarterly, and Yearly. Reports can be produced for
individual practitioners, grouped by the entire clinic, or grouped by the practitioners listed on the
appointment book currently in use. Daily summary sheets can be sorted by patient name, patient number,
the order patients were posted in, or the activity code. Choose the order under Reports, Summary Sheet,
and Daily. Click Run the Report to make the selected option the default.
Reading the Daily Summary Sheet
The first part of the Daily Summary Sheet details individual patient information regarding all financial
transactions as well as next appointment information.
Dr.R indicates the doctor of record for this patient.
Dr.T indicates the practitioner who treated the patient.
Loc. Indicates the office location. (Note this field may not be active)
Code is the Fee Schedule code given for this item
The columns Patient, MH, and Other indicate the billing amount to that payor.
The last page of the daily