Pivot Table Definition - Membership Summary

This table allows you to look at your Membership plan activity both financially and operationally.

Initial Data Set

Membership Invoices that are NOT deleted for patients who are NOT deleted with

  • Start Date in Date Range selected OR
  • End Date in Date Range selected OR
  • Payment Date in Date Range selected

Filter Selection Before Generate

  • Date Range

Default Filters

  • Plan Name
  • Term (Monthly or Annual)

Optional Filters

  • Provider
  • Facility
  • Seller

Report Results

  • # Active = Count of Membership Plans with
    • Start date < = date range end date AND
    • No Cancel Date OR
    • End Date > = date range start date AND
    • No Cancel Date
  • # New Sold = Count of # Active with the start date in the date range
  • # Cancelled = Count of Membership Plans with Cancel date in date range. Note: If a plan shows in this number it will NOT show in # Active.
  • Net Collections = Sum of Payment Amount for Membership Plans with Payment Date in date range.

Pivot Detail Fields

Patients | Registration / Billing, Patient Information Tab

  • Patient Last Name
  • Patient First Name
  • Patient Middle Name
  • Patient Date of Birth
  • Referral Source
  • Referral Detail

From the Membership Plan (Patients | Registration/Billing, Invoices tab - Membership Invoice Types)

  • Provider
  • Facility
  • Seller
  • Membership Plan Name
  • Membership Plan Start Date
  • Membership Plan End Date
  • Membership Plan Cancellation Date
  • Payments on Membership Plan Invoices