Why Use This Function:

Report Settings allow the Practice to customise how reports are generated within the system, ensuring that financial and operational data reflect the Practice’s specific requirements. Within these settings, users can select billing codes to be excluded from the Turnover Report, ensuring that only relevant items contribute to the Practice’s turnover calculations. 

This is particularly useful in scenarios where multiple Practitioners operate within the same facility but maintain their own independent turnover. By excluding their codes, the Practice can accurately report its financial performance without including income that does not belong to the Practice. This level of customisation supports precise reporting, enhances financial transparency, and prevents misinterpretation of revenue figures.

By configuring these settings, the Practice can maintain accurate, meaningful, and tailored reports that align with operational and administrative requirements, supporting efficient analysis and decision-making. 

💡Please Note: User Entity Settings will always override Entity and Diary settings for the specific User. If the User Entity Settings are not set up, the Settings will default back to the Entity Settings.

• This user manual will start on the Settings screen, User Settings tab.

• Click on the Entity Settings tab to open.

• Click on the Reports Settings panel to expand.

Exclude Billing Items

Allows you to create an exclusion list of Billing Items that will not display on the Entity's Turnover Report. 

• Click on the Edit Billing Items button.

• The Billing Item Search screen will open.

• Click on the Search bar and enter the desired Billing code you want to add to the exclusion list.

• Select the desired Billing item you would like to add.

• The selected item will be added.

Remove a Billing Item

Allows you to reinstate all Billing or Procedure Items that have been excluded from the Turnover Report. This helps keep the Practice’s reports accurate, up to date, and aligned with its specific reporting requirements.

• Click on the Remove button next to the item you want to delete.

• The selected item will be removed.

• Click on the Save button on the Billing Item Search screen to finalise your selections.

• Click on the Save button to save the changes made.