Best Practice Guidelines: Medical | Dental | Allieds

The Practice Overview Report is a high-level summary of how your Practice is performing. Use it to quickly see some basic performance metrics for your Practice. 

Overview of the practice transactions for a certain period. The report will also indicate the audit trail for a certain period.

The following information should be on the report detail:

• Account number
• Invoice and Capture date
• Financial period
• Turnover, Cashflow and Journals
• Outstanding total, Medical aid and patient outstanding
• Last user that did a transaction on the debtor's account
• The Cashbook the receipt was posted into