Business Matters

A Newsletter for DAISY Users

November 16, 2006

 

Holiday Closure

DAISY will be closed Thursday, November 23 and Friday, November 24 in observance of Thanksgiving.

 

Train Remotely on DAISY Scheduler

Get trained on DAISY Scheduler from the comfort of your own desk! DAISY will offer web-based training Wednesday, December 13. Read upcoming Business Matters for sign-up details, including training time(s).

 

Tip of the Week

 

Situation

I need a report showing total production for this year

 

Solution

Run the Yearly Production Tracking report, filtered for the current year.

 

1.   Locate the Yearly Production Tracking report in the Report Gallery. A default copy of the report is located in the Production Tracking folder.

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

3.   Click Reset.

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

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

To display each month individually, run the Monthly Production Tracking report (filtered the same way as above).

 

To view production separately for each performing provider, run the Yearly Production Tracking by Performing Provider (or Monthly Production Tracking by Performing Provider) report-filtered the same as above.

 

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.

 

Dates and Locations:

 

December 8th, Friday               Portland (full)

 

January 12th, Friday                 Portland (full)

 

February 7th, Wednesday         Portland

 

March 7th, Wednesday             Portland

 

Time:

 

9:00am to 1:00pm

 

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