Provider Fees Report

Introduction
Provider Fees Report:

  1. 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.
  2. 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.
  3. Displays Data over the Last Month by default.
  4. 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:

  1. 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.

  1. 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.
  2. 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.
  3. 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:

  1. Serial
    – Displays Serial Numbers for the rows in  grid view.
  2. Patient Name
    – Displays the patient’s name who performed the procedure.
  3. Type:

    – Displays ‘Cash’ in case Patient doesn’t have insurance Company.

    – Displays Primary Insurance Company, in case Patient does have Insurance Company.

  4. Work
    – Displays the procedure’s name.
  5. Tooth No.
    – Displays tooth number on which procedure has been performed.
  6. Created On
    – Displays the Creation date of listed procedures.
  7. Status
    – Displays the current procedure’s status
  8. Fees
    – Displays the amount of procedure’s Fees.
  9. Cost
    – Displays the amount of procedure’s Cost.
  10. Lab:

    – Displays Lab Cost amount of each Procedure if exists.

  11. 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.
  12. 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.
  13. 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.
  14. 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.

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