Introduction
Provider Financials Report:

1. Displays the Financials for each Provider within selected date range according to:
   – Visit Start date and Status,
   – Procedure Creation date and Status,
   – Payment date.
2. Data displayed in report per branch.

 (Provider Financials) report could be accessed from:

• Analytics >> Financials >> Provider Financials.

Filtration

• Date Range
  – (From) and (To) fields enables user to select the required date range.
  – Date filtration depends on Visit Creation date, Procedure Creation date and Payment date for the total visits, total procedures, and total payments respectively.
  – Default Selection: Last Month.
• Procedure 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: In Progress, Completed.
• Visit Status
  – Is a Multi-selection box that enables user to select required status of visit that could be: Unconfirmed, Confirmed, Delayed, Checked in, In progress, Completed, Check Out, Missed, Cancelled.
  – Default selection: In Progress, Completed.

• Provider Name
  – Is a drop down menu that contains all of the active providers assigned to the selected branch from navigation bar.
  – Default Selection: First Name in the menu.

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
Provider Financials data displayed in report are:

• Total Visits
  – Displays the total count of visits (With selected visit’s status) assigned to the selected provider within the selected date range.
  – Depends on the Visit’s Start date.
• Total Procedures
  – Displays the total count of procedures (With selected procedure’s status) performed by the selected provider within the selected date range.
  – Depends on procedure creation date.
• Total Fees
  – Displays the total fees of procedures (With selected procedure’s status) performed by the selected provider within the selected date range.
  – Depends on procedure creation date.
• Total Payments
  – Displays the total amount of actual payments (Paid by Patients Only; Insurance Payments has NO reflection here) of procedures (With selected procedure’s status) performed by the selected provider within the selected date range.
  – Depends on Payment date.