Daily Register

With the Daily Register function, you can print a report that lists all the transactions entered into CGM webPRACTICE during a specified range of dates. It can be printed in either a detailed or summary format and various sorting options are provided.

This report can be used to generate a DMS List. To activate this function you will need to add the report to the DMS Report Integration function located on the System, Database Maintenance Menu. This report can also be printed from the Transaction Journals menu located on the Transactions menu.



Data Field Information
Prompt Response Req Len
Print in Date Order If you want to print the report in date order, select this check box. If you select multiple sorting options, a separate report will be generated for each option.   1
Print in Doctor Order If you want to print the report in doctor order, select this check box. If you select multiple sorting options, a separate report will be generated for each option.   1
Print in Ins Dr Order If you want to print the report in location order, select this check box. If you select multiple sorting options, a separate report will be generated for each option.   1
Print in Location Order If you want to print the report in location order, select this check box. If you select multiple sorting options, a separate report will be generated for each option.   1
Print in User Order If you want to print the report in user order, select this check box. If you select multiple sorting options, a separate report will be generated for each option.   1
Print in Group Order If you want to print the report in billing group order, select this check box. If you select multiple sorting options, a separate report will be generated for each option.   1
Print with detail If you want to print individual patient accounts, select this check box.   1
Alpha or Numeric If you selected to print with detail, select the sorting option you want.   1
Transaction detail If you selected to print with detail and want to print the transaction detail, select this check box.   1
Description or Superbill # If you selected to print with detail, select if you want the charge description or the superbill number to print.   1
Print by Service Date If you want to print the report in transaction service date order instead of accounting date order, select this check box.   1
Print from date Type the date you want the report to start with or click the calendar icon to select a date.   10
Print through date Type the date you want the report to end with or click the calendar icon to select a date.   10
Include A/R Total If you want to print the current accounts receivable total, select this check box.   1
Include MTD and YTD If you want to print the month-to-date and year-to-date totals for the charges, payments and adjustments, select this check box.   1
Print from list If you want to print this report based only on the patients contained in a previously defined DMS List, select the list you want to use. For example, if you want the report only for Medicare patients, you first create a list of all your Medicare patients, then print the daily register report and select the Medicare patient list you just created for 'Print from List'.   20
Batch Number Type a batch number to print only the transactions within that batch , type '0' to print all non-batched transactions or leave blank to print all transactions.   17



Sample Report
This report should be run on a daily basis and be kept as a permanent record as part of your paper backup system. If you select to include patient and transaction detail, the information included on the report is: the transaction accounting date, transaction service date, patient account number and name, any Report Comment contained in the patient's Billing Information, the transaction code and description, the performing doctor code, location code, the transaction amount of the charge, payments and/or adjustment, and the patient's current account balance.

The Summary page will print the following totals for each accounting date, for the sorting option selected: total charges, payments, adjustments, number of patients with posted transactions, and the number of 'new patients'. The number of patients with posted transactions total will count a patient one time for each 'date' the patient is seen for the accounting date range you select. So, if you select to print the report for the last month and a patient was seen on three different dates, it would count that patient three times. However, if that patient had been seen two times on the same date, it would only count that patient one time. The new patient total is calculated based on the date stored in the 'Date of First Visit' field in the patient's name and address screen. The date of first visit has to match either the accounting date or date of service of the transaction within the date range selected, to be included. Totals for the Month-to-Date and Year-to-Date amounts will also print if you selected to include them.