Reports and Date Selection

MedicalDirector cannot advise which report is best for your practice. This is best discussed with your accountant.

If you are intending on conducting comparisons between different Reports, ensure the date types are the same. Reports based on one Date Selection cannot be compared to Reports/Day Sheets generated using a different Date Selection.

Once you choose to use a particular Date Selection, this must apply to all Reports produced when calculating financial information (including Day Sheets).

  • Report Date
  • Entry Date
  • Bank Date
  • Visit Date
  • Receipt Date

    • Producing Financial Reports – Date types to use

    Entry Date and Report Date are the Date type that should be used to produce financial information, as all changes that are made are displayed on the day that the transaction was entered/batched or the day a change is made.

     


    Producing Financial Reports – Date types not to use

    Receipt Date or Visit Date should not be used for producing financial information as these reports can be altered by subsequent adjustments.

    All dates are inclusive. For example if you select 17/11/2005 as a From Date then it is 17/11/2005 from 00:00, if you select a To Date then this is to 17/11/2005 to 23:59.