What is the Invoice Detail Category Report?
The Invoice Detail Category report is primarily the drill down report for the Invoice Summary Category report. It shows treatment service items, as well as the Invoice Summary Category that they belong to, that have been included in invoices raised during the reporting period.
🚨 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 Invoice Detail Category report
Go to Financial on the navigation menu on the left and select Invoice Detail Category 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 the Providers.
Choose the Category.
Select the Payor Code.
Choose the Invoice Types and Reporting Level from the dropdowns.
Click Create Report to run the data.
Viewing your Invoice Detail Category report
Use this report for comparing and analysing treatment categories performance between practices as well as standardising invoice categories across practices.
💡Top tip: Any service codes not assigned to an Invoice Summary Category will automatically be classed as ‘UNKNOWN’. Please ensure you assign them to the appropriate Invoice Summary Category on your patient management software.
What does the reporting level 'Service Codes' show?
Category | Name of the Invoice Summary Category. |
Service Code | The treatment service item code e.g S&P - Scale and polish. |
Service Description | The treatment service item description. |
Working Provider | The provider code of the provider that has raised the invoice. |