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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Process the Daysheet

Version 14.19

About Process the Daysheet

Path: Billing tab > Billing Center button > Claims (A/R) tab > Daysheet button

When you run or process a daysheet, you convert current patient transactions (claims and payments) to archived patient transactions. Financial reconciliation of monies received for the day and transferring current claims to the transmittal queue should be done prior to processing a daysheet. For detailed instructions on processing the Daysheet, click here.

We recommend processing Daysheets daily. While this is not mandatory, it does allow users to "clear-out" their current day's work by archiving all claims processed that day. 

Larger practices may choose to process more than one Daysheet daily, considering their high volume of payments and charges. When processing a Daysheet mid-day, be sure that users do not enter new payments or claims while payments are being reconciled or a Daysheet is being processed. Once the Daysheet is complete, users can continue to enter new transactions.

Process Daysheet Map

Number
SectionDescription

1

Deposit Ticket buttonThe Deposit Ticket button prints a current or old deposit ticket for all transactions – all staff.

2

PreviewThe Preview button prints a preview of the Daysheet report.

3

ReprintClick the Reprint button to select a PDF copy of the daysheet to reprint.

4

Report for Date(s) tabThe Report for Date(s) tab prints a report that looks like a daysheet. This report will show all transactions that are applied to a daysheet and not applied to a daysheet for the specified date range selected.

5

Help tabThe Help tab provides basic daysheet processing information.

6

Daysheet tabThe Daysheet tab sets the daysheet parameters and processes the daysheet.  If you are closing out all current activity for the office, click on the Daysheet button. If you have specific requirements for what data is being closed out, first select the appropriate parameters (including dates, locations, staff and providers) in the Current Transactions to Include field group.
Version 14.10

About Process the Daysheet

Path: Smart Toolbar > Billing button > Claims + A/R tab > Daysheet button

When you run or process a daysheet, you convert current patient transactions (claims and payments) to archived patient transactions. Financial reconciliation of monies received for the day and transferring current claims to the transmittal queue should be done prior to processing a daysheet. For detailed instructions on processing the Daysheet, click here.

We recommend processing Daysheets daily. While this is not mandatory, it does allow users to "clear-out" their current day's work by archiving all claims processed that day. 

Larger practices may choose to process more than one Daysheet daily, considering their high volume of payments and charges. When processing a Daysheet mid-day, be sure that users do not enter new payments or claims while payments are being reconciled or a Daysheet is being processed. Once the Daysheet is complete, users can continue to enter new transactions.


Process Daysheet Map

Number
SectionDescription

1

Deposit Ticket buttonThe Deposit Ticket button prints a current or old deposit ticket for all transactions – all staff.

2

PreviewThe Preview button prints a preview of the Daysheet report.

3

ReprintClick the Reprint button to select a PDF copy of the daysheet to reprint.

4

Report for Date(s)The Report for Date(s) tab prints a report that looks like a daysheet. This report will show all transactions that are applied to a daysheet and not applied to a daysheet for the specified date range selected.

5

Help tabThe Help tab provides basic daysheet processing information.

6

Daysheet tabThe Daysheet tab sets the daysheet parameters and processes the daysheet.  If you are closing out all current activity for the office, click on the Daysheet button. If you have specific requirements for what data is being closed out, first select the appropriate parameters (including dates, locations, staff and providers) in the Current Transactions to Include field group.