Business Matters

A Newsletter for DAISY Users

September 28, 2006

 

Tip of the Week

 

Situation

I need a report that shows last month’s production for each provider.

 

Solution

Run the Activity Analysis report, filtered for last month’s service dates:

 

1.   Open the Report Gallery and locate the Activity Analysis report.

2.   Right-click the report icon, choosing Properties.

3.   Click Reset.

4.   Filter the Transaction Date tab for is in the period LastFullMonth.

5.   Click OK.

6.   Double-click the report icon to generate the report on-screen. Print the report from the DAISY Report Viewer.

 

Additional Info

The Activity Analysis provides detailed information, including the dollar amount produced for each procedure code and the number of times each procedure was performed. This information is organized by provider for easy comparison.

 

YOU ARE INVITED TO A DAISY USER MEETING

 

Get the most out of your DAISY system!  Uncover features you never knew existed, take the headache out of Month End Closing and learn how to protect your office against data loss.

 

Sign up for the meeting of your choice by emailing the names of attendees and date of the meeting to:

 

daisyinfo@daisydental.com

 

A confirmation notice will be faxed to you a week prior to the meeting.

 

Due to popular demand, we have added a December user meeting!

 

Dates and Locations: (please note meetings in red are full).

 

October 13th, Friday                 Bend

 

October 27th, Friday                 Medford

 

November 10th, Friday             Eugene

 

December 8th, Friday               Portland

 

January 12th, Friday                 Portland

 

February 7th, Wednesday         Portland

 

March 7th, Wednesday             Portland

 

Time:

 

9:00am to 1:00pm

 

Questions?  Call Oksana at 800-368-6401 ext 3458