Production and Income Reports

In the Main Menu, click Reports, Standard. In the Production and Income section, click on a report.

There are several Production and Income reports. Each summarizes information differently based on report type.

  • Large offices may want to set up a Report Server to run Production and Income Reports. This can be useful to prevent lockups and slowness in a live database.
  • To control user access to Production and Income reports, see Report Setup: Security Permissions. To control whether a user can run this report for other providers, see Edit Group Permission.

Report Type: Select the report type. Date range values will automatically change to match.

Providers: Select the providers to include, or check All to include all providers, including hidden providers that have claim payments for the report period. No Provider will include payments with an unearned type (pay splits not associated to a provider, such as prepayments).

  • Provider selection is only an option if the logged-on user has the Production and Income, View All Providers permission.

Include Unearned: Select this box to include unearned income. An additional column will be added for Unearned Income on Monthly, Annual and Provider reports, and the report will use a landscape orientation.

Note: This should either always be selected when running Production and Income, or never selected.

Clinics: Select the clinics to include, or check All 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 today's 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 Write-offs: 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.

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

Example of monthly report type:

Production: Work that has already been completed. Production from Capitation ( HMO / DMO ) Insurance Plan is not included.

Sched: (Monthly only) Sum of fees for procedures attached to appointments that have not been set complete. Does not include work for Capitation insurance plans. Write-offs are only included if, in Misc Settings, Monthly P&I scheduled production subtracts PPO write-offs.

Adj: Adjustments made to the account.

Write-off Est: The write-off estimate amount in the ClaimSnapshot. (Family Module Preferences)

Write-off: Write-off amounts for PPO insurance plans. Capitation write-offs are not included.

Write-off Adj: The change in write-off amounts. Write-off estimate amount (Write-off Est column) minus the actual write-off amount. Amount must be more than zero to show.

Total Prod: The daily sum of Production + Scheduled + Adjustments - Write-offs.

Pt Income: The amount you have received from patient payments. Does not include prepayments.

Unearned Pt Income: The total amount of prepayments.

Ins Income: The amount you have received from the insurance company (claim payments).

Tot Income: The daily sum of Pt Income + Ins Income.

Total Production: The sum of all Production + Scheduled + Adjustments - Write-offs.

Total Income: The sum of all Pt Income + Unearned Pt Income + Ins Income.

Production and income amounts may not match Aging of A/R amounts.