Refunds and Adjustments

Report Description:

This report shows invoice and receipt adjustment transactions occurring within the report period, for the selected practices.

The following fields are shown:

Dentists

The provider associated with the adjustment transaction.

Practice

The name of the practice in this section.

Patient

The patient’s full name.

Refund Date

The date on which the adjustment transaction was raised/entered.

Refund Type

The adjustment type, e.g. Invoice Correction.

Amount

The adjustment amount.

Report Parameters:

Date range

Defines the reporting period.

Practices

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

Dentist

allow selection of all or specific dentists (providers).

Refund Types

all adjustment types, or specific adjustment types (e.g. invoice correction).

See also...

Financial Reports

Income Report

Income by Provider

Patient Transaction Detail

Invoiced Work by Owning Dentist

Invoice & Payment Report

Receipts Analysis

Receipts Analysis Detail

Associates Report

Associates Report Detail

Debtors List

Patient Charges Control

Product Sales Report

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Patient Charges Control