Report - Procedure Sales by Income Facility by Received Date

Location: Back Office | Reports/Analysis, Financial tab

This report is designed to list the procedures received by the patient on the Patients |Registration/Billing, Invoices tab that meet the filter criteria selected. For additional information, check out Receiving Items on an Invoice.

Initial Data set

any procedure on an invoice where

• the patient is NOT deleted AND
• the invoice is NOT voided AND
• the invoice is NOT deleted AND
• the invoice IS locked AND
• the procedure was NOT removed from invoice AND
• the procedure IS received

Filters (Select before Generate)

• Received Date Range. For additional information, check out Receiving Items on an Invoice
• Main Provider. the provider selected on the Patients | Registration/Billing, Patient Information tab
• Main Facility. the facility selected on the Patients | Registration/Billing, Patient Information tab
• Procedure Category. the category selected on the Administration | Financial Admin, Procedures tab
• Procedure. the procedures entered on the Administration | Financial Admin, Procedures tab and selected on the Patients | Registration/Billing, Invoices tab - Add Procedure dialog
• Income Facility. the facility entered on the Back Office | People/Places, Service Facilities tab and selected on the Patients | Registration/Billing, Invoices tab - Add Procedure dialog

Field List (From Patients | Registration/Billing, Invoices tab

• Received Date. format MM/DD/YYYY)
• Patient Name. format Last Name, First Name, Middle Name
• Procedure Category. If Professional(Insurance) invoice, category should be "Insurance".
• Procedure. If Professional(Insurance) invoice, procedure should be CPT code.
• Qty. quantity in format 99.99
• Hours. format 99.99
• Base Price. format $99,999.99
• Discount. format $99,999.99
• Total Fees. Base Price - Discount in format $99,999.99

Sort Order

1. Facility Name
2. Received Date
3. Patient Name (Last Name, First Name Middle)

Subtotals (Group By)

• Facility Name