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
Default is today's date, or enter a date range
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
Totals (red)
Averages (blue)
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
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."