Generating Reports
The Reports screen lets you choose from the following major types of reports:
Activity Detailed - it shows payment information that relates to those invoices. (in the case of the detailed report it shows every payment related to each invoice.)
Activity Summary - Similar in scope to the Invoices reports it also shows payment information that relates to those invoices. (in the case of the detailed report it shows every payment related to each invoice.)
Invoice Summary - Shows basic details about invoices, basic patient details, status and financial information.
Invoice Totals Totals - The Totals report is useful for providing information to third parties like accountants without and identifying information.
Item Usage - Gives a breakdown on how often given items have been billed as well as MBS descriptions.
Overdue Claims - A static version of the information used to populate the aged invoices screen breaking down unpaid invoices by the amount of days overdue.
Payment Detailed - These show payments in a variety of detail, its worth noting that payments can be for multiple different providers and so these reports do not have the same filtering options as the others.
Payment Summary - The report is ordered by the payment date and is grouped by month to produce a monthly count and balance, including the amount of GST.
Payment Totals - This report type does not show any specific information, just summed numerical information for the requested period
Procedure List - These break down invoices and estimates grouping them by facility and associated surgeon.
Refund - This report shows invoice and payment details for any invoice with a negative value payment.
Theatre List - The theatre list provides a lot more patient detail for cross checking contact details.
Filters:
By default the report will only include data for the currently selected provider, tick all providers if you want everything at your location. If you want each provider as a seperate file there is a control for that that shows after all providers is selected.
The dates available in the Date Type dropdown will only populate with dates that work with that report type.
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