Report - Product Sales by Income Facility by Received Date

Location: Back Office | Reports/Analysis, Financial tab

This report is designed to list the products 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 product 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 product was NOT removed from invoice AND
  • the product 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
  • Product Category.
  • Product. the product entered on the Back Office| Inventory, Products tab and selected on the Patients | Registration/Billing, Invoices tab - Add Product 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 Product dialog

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

  • Received Date. format MM/DD/YYYY)
  • Patient Name. format Last Name, First Name, Middle Name
  • Product Category. If Professional(Insurance) invoice, category should be "Insurance".
  • Product. If Professional(Insurance) invoice, procedure should be CPT code.
  • Qty. quantity in 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