REPORT OUTPUT:
This report lists, for each item number that has been invoiced within the period between the 'From:' and 'To:' dates specified below: the total Fees and GST invoiced; as well as a count of the number of times the item has been invoiced within the period.
Fees amount display in the 'Fees' column of this report is GST exclusive.
A count including adjustments applied is also printed, and totals are provided for each practitioner and for the Practice as a whole.
By default, a separate page will be printed for each practitioner, but you may choose to print this as a summary for the whole Practice, by selecting 'No' where it says 'Page per Doctor'.
DATE SELECTION:
It is recommended that you use Report Date as the Date Selection, as this is a value that cannot be modified, ensuring integrity of the report. That is, if you print the report for a given date range today, and then print it again in twelve month's time, for the same date range, then the two versions of the report will be identical, no matter what reversals may be applied to the invoice in future reporting periods. In terms of this report, the term 'Report Date' refers to the date of entry of the invoice.
'Entry Date' and 'Report Date' only differ in relation to Bulk Billed or Vet Affairs visits and Held Accounts. The Entry Date of a voucher or held account is the date the individual voucher was entered into MedicalDirector Pracsoft, or the date the account was put on hold. In these cases, the Report Date refers to the date on which the voucher was batched in a claim, or the held account was printed on a tax invoice.
ADDITIONAL OPTIONS:
The Additional tab includes a number of other options:
o Include Adjustments - this option is checked by default, to include adjustment records in the report output. If you prefer to exclude adjustments, you can click the box to uncheck it.
o Item No(s) - this option allows you to enter a specific item number to base the report on. If you enter an item number, then the report will only show you Fees for that item. If you wish to specify multiple item numbers, you must separate them with commas.
o Institution - this option is disabled for this report.
To produce the report on multiple item numbers enter the numbers separated by a comma, for example 23,36,37/1.
It is recommended that you use Report Date as the Date Selection. The Report Date details the date the transaction is finalised.
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To Generate a Practice Fees by Item Number Report
1. Select Reports > All Reports. The Pracsoft Reports window appears.
2. Within the Report Type section, select Fees.
3. Within
the Report Name section,
select Practice Fees by Item
No:.
4. Select the Common tab:
o Enter a Date Range for the report
o Indicate whether results for each practitioner will be printed on separate pages
o Via the Date Selection drop-down menu, indicate in which order you wish the results displayed.
o Indicate which practitioner/s and location/s you wish to limit the report to.
5. Select the Additional tab:
o If you wish to base the report on specific item numbers, enter them here, separating each with a comma.
6. Click Print when you are ready to proceed.