Pivot Table Definition - Procedures by Received Date

Designed to give you total procedures 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 services, 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 procedure 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
• Procedure Category
• Procedure Name

Optional Filters

• Procedure Facility
• Income Facility
• Procedure Provider
• Seller
• Patient Name

Report Results

Grouped by Month

• Quantity: sum of procedure quantity
• Hours: sum of procedure hours
• 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
• Procedure Facility

Patients | Registration / Billing, Invoices Tab - Procedure Item

• Received Date
• Procedure Category
• Procedure Description
• Seller
• Procedure Provider
• Income Facility
• Quantity
• Hours
• Total Price
• Discount
• Total Fees