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  3. Reports -Standard

Commonly Used Reports

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Centaur Software

In this article you will find the following:

    Daily Reports commonly used 

    At the beginning of the Day

    1. Click the navigation menu > Appointments

      1. Right click in appointment Slot > Print >

        1. Huddle Checklist report (BIM Module) 

        2. Status Report

        3. Status Report (Non- Financial)

    At the end of the Day

    1. Click the navigation menu > Appointments

      1. Right click in appointment Slot > Print >

        1. Appointment attended with no Treatment recorded

      2. Click the navigation menu > Management > Reports page
        1. Unprinted Invoices
        2. Accounting: Invoices and Receipts over a period
        3. Items Performed over a period
        4. Total Receipts or Total Receipts with Providers

    Database Review / KPI Reports

    1. Click the navigation menu > Appointments > Right click: Print > 

      1. Planned Production

    2. Click the navigation menu > Management > Reports page

      1. Discount Categories Report 

      2. Unallocated Deposit Report

      3. GST Report

      4. Expenses Category Report

      5. Efficiency of Referrals Source (Financial Results)

      6. Efficiency of Referrals Source (New Patients)

      7. New Patients Report

      8. Active Patients

      9. Patient List by Category

      10. Treatment Plan Status

    3. Click the navigation menu > Security page

      1. Audit Trails
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