Provides summary of revenue for a given period from both an accrual and cash basis.  The report also lists or takes into account write-offs, discounts and refunds of allocated payments which are either expenses or contra income against the earned revenue. Additionally provides summary totals of unallocated credit payments and refund of unallocated credit payments for a given period. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.

1.      Either

o      Click

o      Press Ctrl + P

o      Select Reports > Print

The Print Report window appears.

2.      Select Income Summary Report from the list of reports and click  The Print Income Summary Report window appears.

3.      Enter a date range.

4.      Indicate other options as desired.

5.      Indicate which practitioners you wish to print data for.

6.      Click when you are ready to proceed.