Invoice Summary Report

This report is used to summarise and compare the total amount invoiced to patients. The report can be further defined to show total amount invoiced per group of services. Services are allocated to ‘Invoice Summary’ groups in the Service file (under ‘Configure’ -> ‘Services’); e.g. all services relating to crown and bridgework may be grouped under ‘Crown and Bridge’.

It can be run to determine the total amount invoiced for ‘Crown and Bridge’ work, within a specified period and per provider. It should be noted that the more detail required in the report, the longer it will take to process the information. The resulting report shows the following for the specified period:

Total amount invoiced per transaction, day or month (based on summary level)
Total amount invoiced.

To Run the 'Invoice Summary' Report

Go to Administration->Reports and double click Invoice Summary Report

Leaving the Provider(s) field empty will print an ‘Invoice Summary’ for the practice; however an individual provider can be selected from the list by using the Up/down buttons. Entering a provider will summarise the total amount invoiced only for that provider.

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.

Click the down arrow to select the required ‘Summary Level’ for the selected period

Transactions – will display all invoices

Daily – will display the total amount invoiced per day

Monthly – will display the total amount invoiced per month.

If none of the options in the ‘Select’ area are highlighted the report will summarise the total amount invoiced, however an ‘Invoice Summary’ group can be selected if required.

NOTE: Only the default entry ‘<No‘Invoice Summary’>’ entry will be available until other options have been set up in the Service File. This option will summarise the total amount invoiced for all services without an ‘Invoice Summary’ group entered in the Service File.

Click ‘Print’ to send the report to the printer, ‘Preview’ to preview on screen and then print from the ‘Preview’ screen, 'Email' to email a copy of the report to an email recipient, ‘Export’ to create a file readable in Excel, or ‘Cancel’ to return to the previous screen.

The example below shows an ‘Invoice Summary’ for provider SAE, showing the total amount invoiced per day for the 2006 and 2007 financial years.