What is the Invoiced Work by Owning Dentist Summary by Month Report?
This report is an extension of the Invoiced Worked by Owning Dentist (IWOD). It summarises the invoices raised by Providers in a summary by month.
📝 Please note: The data source is any invoice raised during the selected date range. It will not include Capitation or any external invoice (i.e. lab bills) unless they are included in an invoice raised by the Provider.
🚨 Important to remember: This is a Tier 3 report. If you do not have access to the report. Please contact our support team to upgrade on Support@mypracticecloud.com
How to run the Invoiced Work by Owning Dentist Summary by Month Report?
Go to Financial on the navigation menu on the left and select Invoiced Work by Owning Dentist Summary by Month 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.
Choose the Payor Types.
Set the Reporting Level.
Choose Fee Type.
Select Payor Breakdown By.
Click Create Report to run the data.
Viewing your Invoiced Work by Owning Dentist Summary By Month Report
The invoices are grouped by month with the Grand Totals shown in the last column.
What does the reporting parameters mean?
Start Date: The start date of the reporting period.
End Date: The end date of the reporting period.
Date Range: An alternative quicker method for defining the reporting period, especially for common periods e.g. Last 7 Days, Last Month etc.
Practices: Allows selection of all or specific practices within the practice group.
Providers: Allows selection of all or specific Providers/Associates (Dentists, Therapists, Hygienists etc).
Payor Types: Allows all invoices to be viewed or only invoices associated with specific payors e.g. NHS, Private, Denplan or Other.
Reporting Level: Allows a choice of the level of detail shown. The choices are:
Provider: Shows the invoice total amount together with any adjustments per Provider in the period.
Payor: Shows the invoice total amount together with any adjustments per Provider but broken down per Payor in the period.
Invoice Split by Patient/Payor: Shows the invoice total amount together with any adjustments per Provider but broken down per Payor but also showing the Patient and/or the Payor values.
Fee Type: Allows all invoices to be viewed or just Patient or Payor invoices.
Payor Breakdown By: Selecting ‘NHS/Private’, groups all invoices as either NHS or Private where all non NHS invoices are categorised as Private. Selecting ‘Payor Code’, groups invoices according to the name of the Payor e.g. NHS, Denplan, Private etc.
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.