What is the Associates Report?
To calculate associates pay we recommend using the Associates Report. High-level financial summary of the total allocated invoices and adjustments for a period, with filters for patient or payor invoices, covering all adjustment types (re submissions and refunds)
We are reporting on invoices which were allocated within the reporting period dates.
For example, if patient had treatment completed in January but the payment was not allocated on the patient management software until February, this invoice would be included in the report for the month of February.
How to run the Associates Report?
Go to Financial on the navigation menu on the left and select Associates Report from the dropdown.
Work through the filters to ensure you are reporting on the correct parameters.
Select the reporting period by choosing your Start Date and End Date from the calendar icon.
Select the Practice/Practices.
Choose which Invoice Category you wish to run the report for.
Click Create Report to run the data.
Viewing your Associates Report
Data in the report is grouped into payor types e.g NHS, private, product sales for each selected practice, then by each provider who has allocated invoice amounts for that reporting period.
For each provider, invoices and adjustments are shown on separate lines.
It also gives a total of all allocated invoices and adjustments at the bottom.
🚨 Important to remember: For UK practices only- NHS related invoices are not included in this report - it shows private or payment plan invoices only.
What does the reporting parameters mean?
Date range: Start, end dates and all days inbetween of the reporting period.
Practices: Allows selection of all or specific practices within the group.
Invoice Category:
All: No additional filtering - both patient and payor invoices will be included.
Patient: Only patient invoices will be included.
Payor: Only payor invoices will be included.
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.