Introduction
Detailed Provider Financials Cash Report:

1. Is Only displayed for Procedure Ledger type clinics.
2. Displays detailed information about the financials for procedures assigned to providers within specific date range.
3. Data displayed in report are for all clinics’ branches. And user has ability to display data of a specific branch.

>> Note that data of each provider is displayed in a separated page.   

 (Detailed Provider Financials) report could be accessed from:

• Analytics >> Financials >> Detailed Provider Financials.

Filtration

• Date Range
  – (From) and (To) fields enables user to select the required date range.
  – Date filtration depends on Payment Date.
  – Default Selection: Last Month.

Note: The number of days between ‘From’ date and ‘To’ date can NOT exceed 31 Days.

• Branch
  – Is a drop down menu that contains all of the defined branches in your clinic with default selection: All.
• Provider
  – Is a drop down menu that contains all of the active providers assigned to the selected branch from navigation bar.
  – Default Selection:
• Status
  – Is a Multi-selection box that enables user to select required status of procedures that could be: Planned, In progress, Completed, Condition, and Completed by other.
  – Default selection: Planned, In Progress, Completed.
• Procedure
  – Is a drop down menu that contains all of the active procedures defined in your clinic.
  – Default Selection is: All.
• Patient Name
  – Is a text box that enables user to filter by specific patient name.
• Budget
  – Is a drop down menu that contains 3 options: (Less than, Equal, and Greater than).
  – Default Selection is: Less than.
• Amount
  – Is a field to write the value (amount) that filter should work on for the budget filtration.
  >> Note that the value is compared with the “Total Pay” Amount.

Content
Header
At the report’s header the following value is displayed:
– Label (Provider): Displays the name of provider selected from the filtration section.

Body
Detailed Provider Financials displays data in a grid view whose columns are:

• Patient Name
• Procedure
  – Displays the name of procedures performed to the patients.
• Tooth No.
  – Displays tooth number on which procedure has been performed.
• Created
  – Displays the date when the procedure has been created.
• Completed
  – Displays the date when the procedure becomes completed.
• Status
  – Displays the current status of procedure.
• Paid
  – Displays the Actual Payment amount from the procedure total fees within the selected date range.
• Fees
  – Displays the total fees of procedure.
• Cost
  – Displays the cost of procedure.
• Total Adj.
  – Displays the total adjustment values applied on the displayed procedure for this patient disregarding date range.
  >> Note that the (Payback) adjustment type treated as “Addition” !!!!
• Total Pay.
  – Displays the total payment values applied for the displayed procedure for this patient disregarding date range.
• Balance
  – Displays the remaining unpaid amount of money from procedure
  >> Balance = Fees -Total pay (+-) Total adj.

The (Total) value for each of the “Paid”, “Fees”, “Cost”, “Tot Adj.”, “Tot Pay.”, and “Balance” is displayed at the end of each column.