Adjustment Audit Report

Run an Adjustment Audit report to review receipt adjustments, miscellaneous charge adjustments, treatment fee adjustments, and receipts you have flagged as excluded from your deposit slip (by right-clicking the transaction in the patient's ledger), for any range of dates or Transaction reports.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Audit> Adjustment Audit > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   First / Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include.  You can alternately select from a variety of "smart date" values (i.e. last month, month-to-date) instead of entering specific dates.

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for all orthodontists in your practice.

3. Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Subgroup Editor" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

4. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

5. Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Use Report Results" for details.

More Information

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.

Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.

Use Arrows to Re-sort Report - While viewing the report on your screen, use the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.