Brief Description of Standard Reports

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Accounting: Invoices and Receipts over a period

Detailed information about all the invoices issued > before and after discounts, provider involvement %, expenses, GST, commissions and all the payments received over the selected period of time (including deposits) and reversals for each provider. Click here for further instruction

Active Patients

Counts the unique NUMBER of patients seen / treated (no duplication) within a period of time for particular providers and or within a location. Click here for further instruction

All Patients list

This report will generate a list of all the patients in the system. The report will list all patients alphabetically, by provider and include Card number, address, DOB, Phone numbers and email address if applicable. Click here for further instruction

Birthday list

A list of patients whose birthday falls in the specified period. Searches the DOB information entered in the patient details screen. For example: If we are now in August and you select next month, it will search for patients with birthdays from 1st September to 30th September inclusive and ignore the year. Click here for further instruction

Clinical notes Log Audit

Audit on all clinical notes by Dates/time/creation/By whom. Includes original notes and changed note.
Also lists: Dates/time/modification/By whom. Dates/time/deletion/By whom. Click here for further instruction

Clinical Treat Notes by item

Generate a report on any clinical note entries, changes, deletions from selected item in list. Click here for further instruction

Commission details on Invoices raised

The ‘Commission Details on Invoices raised’ report would be used if providers are paid:
a/ From Invoices (not receipts) generated.
b/ The providers’ income amount is based on a commission calculation from those invoices

Click here for further instruction

Commission details on Receipts

The ‘Commission Details on Receipts’ report would be used if providers are paid:
a/ From Receipts generated.
b/ The providers’ income amount is based on a commission calculation from those invoices. It excludes cost of expenses

Click here for further instruction

Deposit Allocation Report

Which patients had a credit (deposit) payment that has been allocated to an invoice. Click here for further instruction

Discount Categories Report

Discounts are also calculated in the Accounting: Invoices and Receipts over a period report, however, to view more detailed analysis or by specific discount category name, this separate discount report is available. Click here for further instruction

Efficiency of Referral Sources (Financial Results)

Total financial results ($) and share in income (%) details from all referral sources. Click here for further instruction

Efficiency of referral Sources (New Patients)

Patient names, number of appointments made and number of real visits from selected referral sources. Click here for further instruction

Expenses Categories Report

Shows information on all expenses you have added to treatment over a period of time.
If you have setup and are using the ‘expenses categories’ then you are able to report on these.

Click here for further instruction

Fee level and patients list

Determine how many & which patients are on what practice fee levels. Click here for further instruction

Fees per postcode

Select a postcode or a group of postcodes and you can determine the amount of money received from that area. Click here for further instruction

GST Report

GST taxes charged and collected. Click here for further instruction

Health Fund Comparison Report

The Health Fund Comparison Report provides the user with a comparison of all health fund rebates that have been entered into D4Web. 

These figures rely on the correct rebates entered into Insurance Plans, and does not calculate rebates entered by insurance claiming systems such as Tyro, HICAPS etc.

Click here for further instruction

HICAPS Claims Reconciliation Report

All information relating to HICAPS Claims.
Includes Date/Time, Approved/Declined, Patient, Membership, Provider ID, Claim ID/Amount & Payment ID/ Amount. Subtotal for each Insurance fund and grand total. Click here for further instruction

Insurance Funds and patient list

How many patients in the selected insurance fund, the percentage % number of patients and how many patients you have in Database. Click here for further instruction

Item performance

Statistical information about which items you are using and what percentage of your gross fees they make up. Click here for further instruction

Items Performed on Patients

Which specific items were performed on which patients in a period of time. Click here for further instruction

Items Performed Over a Period

Details of which items were performed over a period of time and for which patient with details. Click here for further instruction

New Patient Names

A list of all new patients in a period. Click here for further instruction

New Patients Report

The number of new patients over a period. Click here for further instruction

No Quote/Planned Treatment Performed

This report will show you all treatment done that did not have a HICAPS quote. Click here for further instruction

Outstanding Insurance claims – NON HICAPS

Track the status of unpaid or partially paid insurance claims. DOES NOT include Hicaps claims. Click here for further instruction

Patient list by top paying invoices

Display a list of your top patients based on the summed total of receipts received. Click here for further instruction

Patients Alerts List

A list of all patients with selected Alert type. Click here for further instruction

Patients Allergies and Medical Conditions list

A list of all patients with selected Allergy or Medical Condition. Click here for further instruction

Patients List by Category

Report on the patient status of categories if used in patient details file. Click here for further instruction

Patients Referral Sources Report

A list of the referral sources if the referral notes field in Patient Details is used. Click here for further instruction coming soon

Production Statistics Report

Reports on your expected production goals (setup in the providers tab) versus real figures. Click here for further instruction

Recall Effectiveness Report

The Recall Effectiveness report shows the number of patients that have booked as a result of recall communication. The data is presented per Recall Set and Type. Click here for further instruction

Receipts on ‘Hold’ from banking

If you have put payments on Hold from banking, you are able to view a list of these payments. Click here for further instruction

SMS Messaging Report

A list of all SMS messages sent to patients. In the report you will find Date/time sent SMS from (Appointment Book, Patient details, Recalls and / or Queries), the Patient details incl name & appt booking if any, SMS type sent, Phone number and Count (how many sent). Click here for further instruction

Staff Attendance Times

Find attendance information for each staff member. Keep track or use as a timesheet for staff start and finish times. Click here for further instruction

Total Receipts

The Total Receipts report generates a list of all payments that have been entered for a selected date range. Click here for further instruction

Total Receipts with providers

The Total Receipts with Providers report generates a list of all payments received for the selected provider/s for the date range you entered. Click here for further instruction

Treatment incomplete Report

This report searches for patients with incomplete treatment with no future appointment where:
Patient has a treatment plan but the plan is incomplete (‘active plan’ box is ticked)
Patients with ‘treatment complete’ box un-ticked. Click here for further instruction

Treatment Plan Acceptance

When a Treatment Plan has been marked as Accepted,

Treatment Plan Completion

When a Treatment Plan has been marked as Completed,

Treatment Plan Status

A report detailing the current status of Treatment Plans. Click here for further instruction

Unallocated Deposits Report

A list of patients have a credit (deposit) payment in their file that has yet to be allocated to an invoice. Click here for further instruction

Unprinted invoices

This report shows a list of patients where treatment has been performed and entered into the Treatment page but is yet to be invoiced. Click here for further instruction

ADA DelDC data file

De-Identified Data Capture (DeIDC) is the system which allows the direct uploading of statistical information from Member’s dental4windows systems to the Australian Dental Association (ADA), eliminating the need for members to manually respond to the annual fees survey. Click here for further instruction

 

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