Treatment Service Costs Report

This report is used to show laboratory costs incurred within a date range. The report can be printed for individual or multiple Providers and is sorted by amount or service type to ensure these are properly charged to the patient or a payor. The report includes:

The Service Type
Quantity
Total Fees
Patient Fees
Policy Fees
The cost of the Lab work.

To ensure the treatment service costs report is accurate, initially a certain amount of configuration is required. This is detailed in the 'https://soeidental.atlassian.net/wiki/spaces/PHS/pages/339740193 ' topic.

To Run the 'Treatment Service Costs' Report

Go to Administration -> Reports and select ‘Treatment Service Costs’:

By using the ‘Select Patients’ field, a query can be selected or created, making it possible to select specific groups of patients as defined in the query. For more information on creating/editing queries see https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1017905218

Leaving the ‘Provider(s)’ field empty will print a ‘Treatment Service Costs’ report for the entire practice; however an individual provider can be selected from the list by using the List button.

Clicking the Multiple button will allow printing for a combination of Providers.

The ‘From’ and ‘To’ Date fields are used to define the date range for the report.

The ‘Sort By’ field has options to sort by ‘Amount’ or ‘Service Code’.

Click ‘Print’ to send the report to the printer, ‘Preview’ to preview on screen and then print from the ‘Preview’ screen, or ‘Cancel’ to return to the previous screen.