01 Nov Software Tip- Printing the Daysheet in CS Softdent V16
Getting the most out of your practice management software is important. One report that can help your efficiency is the Day sheet. This report provides an overview of the following:
- Posted transactions;
- Practice’s production;
- Number of patients seen; and
In addition, the Day sheet confirms the receivable totals and accounting reports. Because of all the financial information contained in this report, the CS SoftDent support team recommends running the Day sheet after every working day.
The following steps will help you run this report – as well as save you and your team valuable time.
While in CS SoftDent, select reports from the top ribbon and select 5.Daysheet –you can access this list while on any screen.
Once clicked, a popup screen will appear. You will enter any data you’d like for the Daysheet to reflect. Example:
- Title: Day sheet for [insert date, if you wish)
- Date: Check the box if this is the FINAL Day sheet the office will run for the day.
Once you input all desired data, click OK.
The Day sheet is complete. To print, hold down CTRL+P (CMD+P for MAC) which will prompt the print screen.
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