Custom Report Commission Request

Thank you for your interest in ordering a custom report for your software. Please take a few moments to read the following information to ensure we can build the report to best suit your specific needs.

What is the process of commissioning a custom report?

After completing this form, one of our report writers will contact you via phone or email within two business days to clarify any finer points of your request. The programmer will ensure the program they build will accurate. The phone conversation may be brief but may take as long as twenty minutes, depending on the complexity of your request. The report writer may have several questions about seemingly trivial details. The call can be time-consuming, but it assures the report will be versatile for your needs. After the conversation, the programmer will send a specific proposal of the report, a timeline to complete it and any charges involved in building it. The process of building your report will begin as soon as you send back a confirmation email agreeing to the terms of the email.

When the custom report is complete, the programmer will set up a second appointment to install and test the report. The process will generally only take a few minutes.

The report writer will run the report with whatever criteria you wish. This process is to ensure the report is to your specifications. DentiMax will send a credit card authorization at the time after the consult. Payment will be expected before delivery unless you have made prior arrangements.

What if I change my mind about the functionality of the custom report?

Please read the report description sent to you carefully. At the time you agree, this is the precise report that the programmer will build. Further requests for changes after this point may be possible, but even small changes in the functionality of the report after this point may require building a new report at additional cost.How do I report errors in the report after delivery?

All reports come with 60 days of technical support. If the report does not function in the ways described in your initial email description, the report will be repaired either by technical support or the original programmer. The changes can be done via a phone call or by setting up an appointment, depending on the complexity of the fix.

What will this report cost?

The complexity of the report and the time required to build it will determine the cost . A report in the form of a list (Patient demographics, payment history, etc) will typically be priced at $199. More complex reports including aging reports, superbills, statements, claim forms or multifunctional reports can cost more.

Are there alternatives to ordering a new report?

Yes. We will attempt to find a free solution with you whenever possible. Oftentimes, an existing report in our system can provide the same information as the report you are looking for. Sometimes this information can be found elsewhere in the system. We will make all attempts to find you solutions that currently exist in your system.

Why don’t these existing reports match?

It is common to receive requests for a "fix" to an existing report because the numbers do not match between reports. While it is always possible that an error exists, it is typically the case that the two reports in question are not measuring the same information. If you believe two reports should show the same results and they are not, please contact technical support before requesting a custom report. They may be able to explain the difference between the two reports and help you determine which one is more applicable to your needs.

A special note on deposits and payments:

It is common to think of deposits made on your "Payments" screen and transactions made on your "Ledger" screen as interchangeable. These numbers are not representative of the same thing. As a result, any report measuring payments (such as a Deposit Slip Report) will not match a report which measures transactions (such as a Day Sheet). If you are unclear on the difference between the two, please consult the software manual or speak with one of our software trainers.

What information should I include in my request?

The more information you can include in your request, the better. Some pieces of information can be very helpful in accelerating the process. The following information is not only useful for the programmer but useful for you to think about and discuss with your staff to make sure everyone agrees as to your needs.

1. What is this a list of?

Although most reports can be formatted to be very aesthetically complex, they are essentially lists of things. Usually, they are lists of patients, transactions, or claims. Please think about exactly what this report will be a list of.

2. What are the search criteria?

It is very uncommon for a report to be run with no search criteria. Typically, the end user will need to search for a specific date range, a specific group of patients, providers, insurance companies, or facilities. Please consider which search criteria you would like for the report.

A note on dates: Many financial reports will have a date range. Keep in mind that a single transaction has many dates attached to it; date of procedure, date entered into the system, date of claim creation, date of insurance payment, etc. When creating a report with a date range, please consider exactly which date is being taken into consideration.

3. How will this information be sorted and grouped?

Most times, the information being presented is most readable when sorted in a particular way. Do you want the report to list results chronologically? alphabetically? There are many ways to sort the information.

Once the information is sorted, it can also be grouped into smaller sections. For example, a list of patients could be grouped based on their default provider, or by their head of household. Not all reports require grouping of information, but the option is available when needed.

4. Identifying labels

It is not uncommon to have a request to build a report that existed in another piece of software. We are happy to recreate these reports as closely as possible. In those cases, please identify what the specific columns and rows from the existing report represent so we can best match them (Patient name is pretty self-explanatory, but not all column headings are.)

Please fill out the following form with as much information as possible. Our report progammer will contact you to schedule a report consultation.