Date Selection

  • Reports based on one Date Selection type cannot be compared to those Reports/Day Sheets generated using a different Date Selection type.
  • It is important to remember that once you choose to use a particular Date Selection that this must apply to all Reports produced when calculating financial information (including Day Sheets), as reports using different Date Selections cannot be compared.
  • Some Receipts Reports are the exception, where the Entry Date is the same as the Report Date - these can be used in conjunction with other Reports generated by 'Entry Date'. This will be explained further.
  • Entry Date and Report Date are date selections that can be relied upon to produce financial information, as all changes that are made will be displayed on the day that the transaction was entered/batched (respectively) or the day a change was made.
  • Reports produced using Receipt Date or Visit Date cannot be relied upon for producing financial information, as these reports can be altered by subsequent adjustments.
    • If you choose to use the Visit Date or Receipt Date options, MedicalDirector Customer Service will not be able to assist you with resolving any suspected errors that arise using these reports. It is recommended that Visit Date or Receipt Date be used when producing statistical information.