Introduction
Provider Fees Report:
- Displays the providers’ fees within a selected date range and selected procedures’ status. As well user could display data (Fees) of a specific provider or all providers at the same time each in a separate page.
- Data will be displayed in report after checking the selected provider Commission Equation.
– Commission equation depends either on the (Fees) or the (Payments) in which:
–> Fees: Is the Fees of procedure.
–> Payments: Is the Actual Payment performed by Patient + Insurance for a procedure.
that could be managed for each provider from the Provider’s account in Settings Module. For more information, Check: Manage Provider’s Fees. - Displays Data over the Last Month by default.
- Data in the reports’ sections are displayed in a Descending order, from the newest procedures to the oldest within the selected date range.
(Provider Fees) report could be accessed from:
- Analytics >> Financials >> Provider Fees.
Note that Amounts (Values) in report got updated as a new financial (Payment and/or Adjustment) transaction is performed related to each listed procedure.
Filtration
User has the ability to filter data using any of the following fields in the filtration Area:
- Date Range
– (From) and (To) fields enables user to select the required date range.
– Date filtration works on each of the following dates:
– Creation Date; For Planned Procedures.
– Start On Date; For In progress Procedures.
– Completion Date; For Completed Procedures.
– Default Selection: Last Month form today’s date.
Note: The number of days between ‘From’ date and ‘To’ date can NOT exceed 31 Days.
- Branch
– Enables user to select the branch that s/he requires to display it’s data.
– Default Selection: All; Provider fees from all branches will be displayed. - Procedure Status
– Enables user to select the status of procedures required to display their fees for providers.
Is a multi-selection box that contains the status: (Planned, In Progress, Completed).
– Default Selection: Completed.
— N.B.: If the Procedure status is:
1- Planned, then data will be displayed according to procedure’s Creation Date within the date range.
2- In Progress, the data will be displayed according to procedure’s Start On Date within the date range.
3- Completed, the data will be displayed according to procedure’s Completion Date within the date range. - Provider
– Enables user to select the name of provider required to display his/her fees or to display the fees of all providers.
– Default Selection: First Name in Provider drop down menu.
Content
Report’s body displays data in a grid view whose columns are:
- Serial
– Displays Serial Numbers for the rows in grid view. - Patient Name
– Displays the patient’s name who performed the procedure. - Type:
– Displays ‘Cash’ in case Patient doesn’t have insurance Company.
– Displays Primary Insurance Company, in case Patient does have Insurance Company.
- Work
– Displays the procedure’s name. - Tooth No.
– Displays tooth number on which procedure has been performed. - Created On
– Displays the Creation date of listed procedures. - Status
– Displays the current procedure’s status - Fees
– Displays the amount of procedure’s Fees. - Cost
– Displays the amount of procedure’s Cost. - Lab:
– Displays Lab Cost amount of each Procedure if exists.
- Adj.
– Displays the adjustment amount performed on Patient and Insurance.
>> Note that the (Adj.) field got updated as an Adjustment transaction is performed even if it’s outside the selected date range. - Pmt.
– Displays the paid amount performed by Patient and Insurance.
>> Note that the (Pmt.) field got updated as a Payment transaction is performed even if it’s outside the selected date range. - PBk.
– Displays the amount of money backed (Payback) to the patient.
>> Note that the (PBK) field got updated as an Adjustment transaction of type (Payback) is performed even if it’s outside the selected date range. - Prov. Fees
– Displays the amount of money that the provider should take (Provider’s Commission) according to the selected type of commission set for each procedure from the provider’s account.
>> Note that the (Prov. Fees) field got updated as a “Adj.”, “Pmt.”, and/or “PBK.” fields got updated.