Associates Report
The Associates Report gives a This report is only available for customers using MPC
Report Purpose: A complete financial picture for your practice. It shows invoices, receipts, adjustments, and allocations all in one place and shows how you practice that shows how your practices financial position has changed over the reporting period. Data is presented broken down by provider and can be drilled into for analysis. The data is reported on is live, so corrections can be made and the report run again, before finalising. The data can be exported for more complex filtering and sorting, or printed as required.
...
Accessing the Associates Report
The Associates report can be accessed via your browser by logging in to SOE Connect. Navigate to https:\\<TenantID>YourAccountID.soeconnect.net/account/login and login with your credentials
...
You can explore the report data in a number of ways. Clicking on the > next to a providers code, expands their data to show individual lines.
...
You can click on the button to download a file with the raw data in CSV format. You can use a program like Excel to perform detailed searches, filters, and sorts, to produce all kinds of interesting subtotals and insight.
...
If you discover problems in the data that need to be corrected in the reporting period, you can make these changes directly in Exact EXACT. When you are ready, click on again to see the updated results.
...