Insurance Funds Financial Analysis

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This report is for those who wish to report on the invoiced and discounted services associated with Insurance Companies. 

To report on groups of items, setup Procedure Classifications. Procedures Classification shows groups of item numbers, for example all items starting with 0 are within the “Items used 000” group. Users can create their own groups too. 

Run the Report

  1. Go to Location Management > Reports tab

  2. Group: Business Intelligence Module

  3. Open Insurance Fund Financial Analysis Report

    1. Date: Select the period to base this report on

    2. Location: Select the Location to base this report on, if applicable

    3. Show Summary Only: Tick to show totals only

    4. Insurance Funds: Select the funds to include in the report

    5. Include GST: Tick to show GST where applicable

    6. Group by Procedures: Tick to view the report by procedure classification; this is not available when showing summary only

    7. Insurance Funds: Select funds to include in the report
    8. Procedures (items) Classification: Select the procedure classifications to include in the report

    9. Providers: Select the Provider(s) to include in the report

    10. Show inactive providers as well: Tick to include inactive Providers in the report

    11. Click OK                                                                                                                              

 

Report Details

Insurance Fund

 

Shows a list of the insurance funds selected to be reported on. Any non- Payment Solutions link accounts processed in the period will show in the <None> category.

Provider

Lists the provider’s selected to be reported on.

Original Total Invoiced this Period

 

Original Total means the item values before any discounts are made. The figures shown are for the selected period.

Discounted Total Invoiced this Period

 

Discounted total means the item values after any discounts are made. The figures shown are for the selected period.

Disc % this Period

 

Calculates the % discount between the 2 values ‘Original Total Invoiced’ and ‘Discounted Total Invoiced’.

% of Total this Period

Calculates the % of the fees ($) compared to the overall total.

YTD Columns

The calculations are the same as previous columns, however based on the Year to Date.

Last YTD Columns

The calculations are the same as previous columns, however based on last Year to Date.

 

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