Month to Date Tabs

Once you’ve completed an entire week’s worth of data, we want you to move to the month to date tab, for the month that you’re in. As you go to this tab, you’ll be able to see that most of the information has been carried forward for you from the actual weekly tab that you just finished filling out. There are only a few yellow cells for you to fill out on this tab. Its very important that we put the total number of doctor days worked for each week. Then we can scroll down and enter in our patient AR totals for that week, insurance AR totals for that week, write-offs and adjustments, and refunds. After we’ve done that, everything else will be carried forward for you. It is something you can review at your regular team meetings.

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