Report Description:
This report is similar to the ‘Income Report’, and shows the total amount from all patient invoices raised in the reporting period, together with invoice adjustments raised in the period.
Only patient invoices are included, payor invoice amounts are not included.
For each selected practice, the total of all invoice amounts are shown, broken down by transaction category, provider and invoice payor.
Transaction Category |
This shows the transaction category – Amounts Invoiced shows invoice totals grouped together, Invoice Adjustments shows invoice adjustment totals grouped separately;
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Provider |
Within the Amounts Invoiced category, the totals are further split by invoice provider code;
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Adjustment Type |
Within the Invoice Adjustments category, the totals are split by the type of invoice (e.g. Invoice Correction). |
Totals |
A grand total row that shows the total values from each row within a particular column (e.g. all Private invoice and invoice adjustment amounts);. |
Payor Name columns |
Invoice or invoice adjustment values are shown in different payor columns, according to the payor associated with the invoice. For UK practices, all NHS payors are aggregated under the NHS column. All ‘stock’ invoices are aggregated under the ‘Product Sales’ column (e.g. invoices for sundry items such as toothbrushes or floss). This is based on whether an invoice is classed as a ‘stock’ invoice or not within EXACT. |
Grand Total |
The total of all column values on a particular row. |
Report Parameters:
Date range |
Defines the reporting period. |
Practices |
Allows selection of all or specific practices within the practice group. |
Drilldown
Clicking on any of the amount values in this report will bring up the Patient Transaction Detail report in a new browser tab, for the specific transaction category, provider and payor from which the value was chosen.