Designed to give you total procedures and fees by month. Just drag and drop your filters to get the combination of provider, facility, category, and seller based on the date the patient actually receives the services, not when the money is collected.
The information will be similar to what appears in the Charges – Payments – Adjustments report except in summary form by Month. For additional information, check out Pivot Tables – Defining the Elements.
Initial Data Set
Any procedure on an invoice where the
- the received date is in the date range AND
- the invoice is locked AND
- the invoice is not deleted AND
- the patient is not deleted
Filter Selection Before Generate
- Received Date Range
Default Filters
- Invoice Type
- Procedure Category
- Procedure Name
Optional Filters
- Procedure Facility
- Income Facility
- Procedure Provider
- Seller
- Patient Name
Report Results
Grouped by Month
- Quantity: sum of procedure quantity
- Hours: sum of procedure hours
- Total Price: sum of procedure charge
- Discount: sum of procedure discount
- Total Fees: Total Price minus Discount
Pivot Detail Fields
Patients | Registration / Billing, Patient Information Tab
- Patient Name (Last, First Middle)
- Patient DOB
- Patient Age
- Patient Gender
Patients | Registration / Billing, Invoices Tab – Invoice Information sub tab
- Invoice Type
- Procedure Facility
Patients | Registration / Billing, Invoices Tab – Procedure Item
- Received Date
- Procedure Category
- Procedure Description
- Seller
- Procedure Provider
- Income Facility
- Quantity
- Hours
- Total Price
- Discount
- Total Fees