Invoiced Treatments Report
This report is used to summarise services invoiced to patients. It collates the information from invoices within a specified date range. The resulting report shows the following:
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Select Administration > Reports > Invoiced Treatments to display the Print Invoice Treatments window:
Select Patients
Besides normal selection, you can optionally create or select a query, making it possible for the report to select specific groups of patients as defined in the query.
Provider(s)
Select a provider by means of the button to print the report only for that provider ('SS' in the example shown above). Leave this field blank to print an Invoiced Treatments report for the entire practice.
Use the Multiple button to select a combination of Providers.
Payor(s)
Select a Payor to report on invoiced treatments for just that payor, or leave the field blank to report on all payors, or click the Multiple button to select a combination of Payors for the report.
From / To
Define the date range for the report.
Sort by
Select the primary sort order from the drop down menu (Service Code or Amount).
Monthly Breakdown
Check this checkbox to produce output broken down by calendar month ( First day of the month to last day of the month).
TIP: This is useful for the Export option, when the practice wants to graph trends in amount of elective surgery done over periods of several years.
CAUTION: Do not use this option if you are reporting across two calendar months; for example if you are reporting on a one week period that starts in one month and ends in another month.
Select Print, Preview, Email or Export (Export produces a file suitable for importing into a spread sheet application).
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Example showing an Invoiced Treatments report for provider 'SS', for all Payors, sorted by Service:
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