Production and Income Reports

In Standard Reports, in the Production and Income section, click More Options.

Alternatively, to run a production and income report immediately from Standard Reports, in the Production and Income section click one of the preset report options:

Note:

Report Options

Report Type: Select the report type. Date range values will automatically change to match.There are several Production and Income reports. Each summarizes information differently based on report type.

Providers: Select the providers to include, or check All (Includes hidden) to include all providers, including providers marked Hidden On Reports that have activity (i.e., production or income) for the report period.

Include Unearned: Select this box to include unearned income. An additional column will be added for Unearned Income on Monthly, Annual and Provider report types. The report will use a landscape orientation. This should either always be selected when running Production and Income, or never selected.

Clinics: Select the clinics to include, or check All (Includes hidden) to include all clinics. Clinic is determined by the clinic of the procedure (place of service).

Date Range: Select the report date range. Today's Date is automatically populated with the current date for reference. The default date range is based on the report type. To change, manually enter the From / To dates, or click the arrows to quickly change values.

Show Insurance Writeoffs: Select when to apply insurance write-offs to production amounts. See Show Insurance Writeoffs for more details. Set the default in Report Setup: Misc Settings.

Click OK to generate the report.

Report

For a description of Toolbar buttons, see Complex Report System.

The screenshot below is an example of the Monthly Report Type. Columns will vary depending on report settings.

Note:
  • While write-offs are displayed as a negative amount in the grid, that is only for visual emphasis. This does not result in negative amounts being subtracted in the production totals using the equations defined above.
  • Production and income amounts may not match Aging of A/R amounts.
  • Occasionally, this report may change if a patients Treatment Plan has not been viewed. Once viewed, the report will refresh with the new discount information.

Examples

Daily Report Type

The Daily Report Type will display an itemized list of all production and income for the selected date range, provider(s), and clinic(s). Each item will appear on its own line on the report. For example, an adjustment will show on a separate line on the report from the procedure production, even if the adjustment was attached to the procedure.

Columns are totaled on the last page of the report in addition to net total production and income. This report type can be run for more than single day to show itemized history for a date range.

Monthly Report Type

The Monthly Report Type will sum up all production and income for the selected date range, provider(s), and clinic(s) and groups the totals by day. To show itemized history for a monthly date range instead, run the Daily Report Type and enter a date range for the desired month.

Columns are totaled on the last page of the report in addition to net total production and income.

Annual Report Type

The Annual Report Type sums up all production and income for the selected date range, provider(s), and clinic(s) and groups the totals by month.

Columns are totaled on the last page of the report in addition to net total production and income.

Provider Report Type

The Provider Report Type sums up all production and income for the selected date range, provider(s), and clinic(s) and groups the totals by provider.

Columns are totaled at the end of the report.