What is the Income by Provider Report?
This report is similar to the Income Report. Breaks down revenue by individual provider, highlighting each provider’s contribution to total income. The report shows the total amount from all patient invoices raised in the reporting period, together with invoice adjustments raised in the period.
How to run the Income by Provider Report?
Go to Financial on the navigation menu on the left and select Income by Provider 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.
Select the Providers.
Click Create Report to run the data.
Viewing your Income by Provider Report
For each selected practice, the total of all invoice amounts are shown, broken down by transaction category, provider and invoice payor.
🚨 Important to remember: Only patient invoices are included, payor invoice amounts are not included.
Clicking on any of the amount values in this report will drilldown to the Patient Transaction Detail report.
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.