Reporting enhancements

In this article:

  • New icons show available formats for each report
  • Appointments by referral source report now available in Excel-friendly format
  • Reporting on CPT codes associated with write-offs

New icons show available formats for each report

Icons beside each report now indicate available formats, making it easy to see which are available in an Excel-friendly format.

Icons indicating available formats for each report

For reports available in both formats, users indicate the desired format on the Enter report parameters dialog box.

Selecting the report format

Appointments by referral source report now available in Excel-friendly format

As shown above.

Reporting on CPT codes associated with write-offs

CPT codes associated with write offs are now shown on the Sales by Income Account (Excel-friendly) report.

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