Introduction
Branch Production Report:
- displays detailed production information for the clinic (Income and Expenses) and their payment methods.
>> Note that: “Branch Production” report works on the (Patient Payments) , (Insurance Payments) and (Expenses).
(Branch Production) report could be accessed from:
- Analytics >> Financials >> Branch Production.
Filtration
- Date Range
– (From) and (To) fields enables user to select the required date range.
– Date filtration depends on the Payment and Expenses Transaction Date of patient payments, insurance payments and expenses.
– Default Selection: Today’s Date. - Branch
– Is a drop down menu that contains all of the defined branches in your clinic with default selection: First Branch.
Content
Branch Production data are sections into 2 sections:
- Income: Contains Patient Payments and Insurance Payments.
- Expenses
All Payments have 3 methods: Cash. Check and Credit Card.
At the grid view’s footer the following total values are displayed:
- Total Income
– Displays the total amount of income for patient payments and insurance payments.
Total Income = Total patient payments + Total insurance payments
- Total Production
– Displays the total amount of income minus expenses for branch.
Total Production = Total income – Total Expenses.