Business Matters

A Newsletter for DAISY Users

December 14, 2006

 

Please watch next week’s Business Matters regarding important NPI information.

 

Tip of the Week

 

The Statement Manager

 

Use Statement Manager as a quick and efficient way to organize all of your statements and month-end processes in one area!  Each office handles their statements differently, but here are some suggestions.

 

Turn off Credit Balances

  1. Begin with the All Accounts scheme.
  2. Select the Credit Balance Accounts scheme.
  3. Turn statements off (Edit > Toggle > Statements > Off > All).
  4. Check the Also mark accounts as reviewed box > Save.

 

Turn on Debit Balances

  1. Select the Debit Balance Accounts scheme.  To add this scheme, check the Balance box - marking greater than zero.  From the Scheme Name drop-down, choose Add Scheme and enter scheme name.
  2. Turn statements on (Edit > Toggle > Statements > On > All).
  3. Check the Also mark accounts as reviewed box > Save.

 

Review Accounts Individually

  1. Audit each account in the list.  Use Quick Access icons to research the account if needed.
  2. Enter messages in the Stmt. Msg. Line. 
  3. When you are done with each account, check the Statement Reviewed or Rev’d box.
  4. If any account needs the statement turned off, they can be handled case-by-case by unchecking the Send Statements checkbox in the account information on the right.  It’s best to save changes as you go.
  5. Continue going through each account until you reach the end of the list.  You can always stop during this process and return to finish later; just make sure to save your work.

 

Auditing Unreviewed Accounts

  1. Select the Unreviewed Accounts scheme.
  2. Process any accounts missed in Step 3.

 

Accounts Changed Since Review

  1. Select the Changed since review scheme.
  2. Any accounts listed have had financial changes since they were marked as Reviewed.  Re-audit these accounts.

 

Print Audit Report

  1. Reports > Statement Audit > Accounts Receiving Statements.  This report should be run after completing all Statement Manager tasks, but prior to running Monthly Closing.  This will produce a report of all accounts set to receive a statement.

 

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:

 

January 12th, Friday                Portland (full)

 

February 7th, Wednesday        Portland (full)

 

March 7th, Wednesday            Portland

 

Time:

 

9:00am to 1:00pm

 

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