OD Link Manual TransactionsHow do I run a daysheet at the end of the day?

How do I run a daysheet at the end of the day?

Run a daysheet at the end of the day. There are two parts:

1. What you billed

2. Payments recieved

In TRANSACTIONS, Run daysheet

In TRANSACTIONS, Run daysheet

Default is today's date, or enter a date range

Default is today's date, or enter a date range

You can print or preview

You can print or preview

Any time your are in the Preview screen you can hit Ctl-P to print

Page 1 of the daysheet will show what you billed that day

Page 1 of the daysheet will show what you billed that day

Totals (red)

Averages (blue)

Payment summary

Payment summary

Patient payments total (blue). Insurance payments (red)

Direct deposit (DD) is another category of payment not shown. This summary can be customized.

You can also show just the payments portion any time

You can also show just the payments portion any time

If you're in a small office and do not use "FileMaker Server," you should also run a backup daily (FileMaker server does backups automatically).

If you're in a small office and do not use "FileMaker Server," you should also run a backup daily (FileMaker server does backups automatically).

There is a separate lesson entitled "Backup."

1.5 min video (with sound) click to play