Designed to give you total products 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 products, 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 product 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
- Product Category
- Product Description
Optional Filters
- Income Facility
- Product Provider
- Seller
- Patient Name
Report Results
Grouped by Month
- Quantity: sum of procedure quantity
- 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
Patients | Registration / Billing, Invoices Tab – Procedure Item
- Received Date
- Product Category
- Product Description
- Seller
- Product Provider
- Income Facility
- Quantity
- Total Price
- Discount
- Total Fees