Daily Collections Report Feature Overview and Generation Steps in Dentrix

The Daily Collections Report in Dentrix is similar to the Deposit Slip and allows users to view payments and adjustments together on a single report. This report can be customized to display specific payment and adjustment types, making it useful for reviewing daily financial activity. One common use is viewing insurance payments alongside their corresponding insurance adjustments

1. Open Office Manager, select Reports, then choose Management, and click Day Sheet (Charges and Receipts).
   Alternatively, click the Day Sheet Report button from the Office Manager toolbar.
2. In the Select Report Types section, select the Daily Collections checkbox.
3. Click Options to choose which Payment Types and Adjustment Types should be included on the report.