Pivot Table Definition - Sales by Received Date

Designed to give you total product and procedure fees by month combined. Just drag and drop your filters to get the combination of provider, facility, product or procedure category, and seller based on the date the patient actually receives the products and 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 or Product Category
• Procedure or Product Name

Optional Filters

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

Report Results

Grouped by Month

• Quantity: sum of procedure or product quantity
• Hours: sum of procedure hours. Note: this only applies to procedures.
• Total Price: sum of procedure or product charge
• Discount: sum of procedure or product 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
• Product Facility

Patients | Registration / Billing, Invoices Tab - Procedure Item

• Received Date
• Procedure or Product Category
• Procedure or Product Description
• Seller
• Procedure or Product Provider
• Income Facility
• Quantity
• Hours (Procedure only)
• Total Price
• Discount
• Total Fees