Generating a Day Sheet

You post transactions to the ledger every day. Ascend Academic provides a way for you to verify these transactions with the Day Sheet report. The Day Sheet report provides an opportunity to review transactions and production totals. If you pay your providers on net production, it also find and displays gross production, net production, and adjustment numbers. For this report to be useful, you should generate it every day and make it part of your office routine.

Watch this video to learn how to generate a Day Sheet report. (Duration: 2:28)

Additional Information

• Selecting the Report Type drop-down list > Payments Only option essentially turns the report into a receipt-only note. If selected, it only changes the data included in the report, not the format.

• New patients display on the report after their first procedures are posted to the Ledger.

• The report is only an estimate of net production, because its transactions reflect a time frame that is not complete due to pending insurance claims that haven't been posted to the ledger.

• To learn more about the data contained within the report, read Understanding the day sheet in the knowledge base.