EARLY ACCESS ONLY You can now export the Provider A/R Totals Report as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Provider A/R Totals to open the Provider A/R Totals page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The ProviderTotals.csv file is downloaded. … Read more
EARLY ACCESS ONLY You can now export the deposit slip as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Deposit Slip to open the Deposit Slip Report page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The DepositSlip.csv file is downloaded. You can open … Read more
Released 8/27/25 You can now export the Provider A/R Totals Report as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Provider A/R Totals to open the Provider A/R Totals page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The ProviderTotals.csv file is downloaded. You … Read more
Released 7/23/25 On the Home menu, the reports have been reorganized into the following categories under Reports:
With this release, you can export the Audit Log (Home > Audit Log). To export the report, click Export. The current page as it is displayed is downloaded as a .csv file. You can open the .csv file in a spreadsheet program. The first row contains the column headers. The second row contains the filters … Read more
The enhancements for the Audit Log (Home > Audit Log) that are included in this release:
As in a previous release (see the release notes for “Flagging and Identifying Ortho Patients”), you can flag a patient as an orthodontia patient. With this release, customizable reports in Power Reporting now include a field that indicates if a patient is flagged as an orthodontic patient. This new field is available for a report … Read more