What is the Associates Report Detail?
This report shows the detail behind the allocated amounts shown as totals on the Associates Report. It can either be run by drilling down from the Associates Report, or by running directly from the MPC financial menu.
How to run the Associates Detail Report?
Go to Financial on the navigation menu on the left and select Associates Detail Report from the dropdown.
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 Detail Report
💡Top tip: This report can easily be exported to CSV format to analyse the data even further by clicking on the Export Data button.
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.