BLUE CHIP Alpha Touch Computer Guia do Utilizador descarregar pdf (Página 189)

Blue Chip Training Guide Page 189 of 193

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Blue Chip Training Guide

Day Sheet

This is a transactional report that can be printed for (a) specific practitioner(s) and displays all

transactions processed on the day. The report can display transactions based upon either entry

date or issue date.

Surgical type invoices with an issue date in the past will appear on a Day Sheet report

generated, based on the Issue date or the Entry date the invoice was keyed in.

The Day Sheet will reflect the following;

 Invoices created and issued or deferred or adjusted.

 Monies received for banking.

 Patient transactions, adjustments, deletions (section 2)

 Appointments made & cancelled (Section 3)

 Bank Deposit Slip: (See banking in this document)

What to do/Understand the Day Sheet

Invoices created – Section 1.

Cross check that all patients who appear on the appointment list or tally sheet have had an

invoice created. The invoices are itemised and differentiated by their invoice number. The

service date is included on the report enabling easy identification of ‘catch up’ invoices.

Deferred Invoices created or updated – Section 2.

This section of the Day sheet lists the invoices that have been deferred or updated and

deferred again.

Receipts and Credit Allocations – Section 3

Patients are listed alphabetically and the invoices and allocations are listed on the same line.

The receipted amount is listed first, then invoices total.

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BLUE CHIP Alpha Touch Computer Guia do Utilizador Página 189