What is the Invoice Summary Category Report?
The Invoice Summary Category Report provides high-level view of all your Invoice Summary Categories generated through your patient management software. It allows you to see which category has generated the most revenue e.g Exam related, Implant Services, Periodontics and make comparisons.
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 Invoice Summary Category Report
Go to Financial on the navigation menu on the left and select Invoice Summary 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, Payor Code and the Invoice Types you wish to report on.
Click Create Report to run the data.
Viewing your Invoice Summary Category Report
By clicking into the Categories it allows you to drill down into the Invoice Detail Category report where you can see the individual Service Code details.
📝 Please note: Any service codes not assigned to an Invoice Summary Category will automatically be classed as ‘UNKNOWN’.
What does the reporting columns mean?
Practice: Name of the practice.
Category: Name of the Invoice Summary Category.
No. of Items: The number of service items belonging to this Invoice Summary Category that were charged within the period.
Invoice Amount: The total revenue raised from invoice lines relating to those specific service items.
Service Cost: The total service cost from invoice lines relating to those service items. This value is set in the 'Fees' tab for a service code, in the 'Service Cost' field.
Invoice Amount Net Service Cost: The ‘Invoice Amount’ value minus ‘Service Cost’, i.e. the amount after considering service costs.
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.