Patient Transaction Detail

Report Description:

This report is not available from the MPC ‘Financial’ menu as a separate report, but only accessible via drilldown from either the Income By Provider or Patient Charges Control reports.

It shows details of the transactions whose amounts were totalled to give the overall amount on the parent report. If accessed from the Income By Provider, it will only show invoices or invoice adjustment transactions. From the Patient Charges Control report, it can show invoices or receipts.

It has the following fields:

Category

The overall transaction category of the section in the parent report from where the drilldown action was initiated. For example, Amounts Invoiced, or Invoice Adjustments.

Sub-Category

If the parent report shows sub groups of the transaction category, that sub grouping is shown in this field, where this shows the full description of this sub group. E.g. an invoice adjustment subgroup might show as ‘Invoice Correction’.

Sub-Category Code

Similar to Sub-Category, but in the case of invoice adjustments, will show the code, rather than the description. E.g. when Sub-Category shows Invoice Correction, this field would show say ‘INVOICECOR’. For other transaction types, will show the same as field Sub-Category.

Date

The transaction date, e.g. invoice or receipt date.

Patient

Patient code to which the transaction relates.

Provider ID

The provider code associated with the transaction.

Transaction ID

The unique identifying transaction number, e.g. receipt number or invoice number.

COT ID

The COT (Course Of Treatment) number to which the transaction relates.

Payor Category

The payor associated with the transaction.

Amount

The amount of the transaction.

Report Parameters:

Date range

Defines the reporting period.

Practices

Allows selection of all or specific practices within the practice group.

See also...

Financial Reports

Income Report

Income by Provider

Invoiced Work by Owning Dentist

Invoice & Payment Report

Receipts Analysis

Receipts Analysis Detail

Associates Report

Associates Report Detail

Debtors List

Refunds and Adjustments

Patient Charges Control

Product Sales Report

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Invoiced Work by Owning Dentist