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Reporting on provider activity
Abstract
Capable 21C has the ability to report on the financial activity of any provider
over any period of time. This can be useful if the owner of the business wishes
to analyse a provider's performance or check the activity of a locum. This
knowledgebase article describes how to produce these kinds of reports.
Underlying challenge
Capable 21C can produce several reports at differing levels of detail.
Resolution
To obtain a summarised report of activity:
- Go to Management|Statistical Report.
- Key the range of dates required, and nominate the desired practitioner.
- Click Preview.
To obtain an itemised list of financial activity:
- Go to Management|Transaction Summary.
- Key the range of dates required, and nominate the desired practitioner.
- Click Preview.
To obtain an itemised list that also displays how credits have been cross
assigned betweened multiple practitioners:
- Go to Management|Provider Pay Report
- Key the range of dates required, and nominate the desired practitioner.
- Click Preview.
- See the detailed information section (below) for an explanation of this report
Detailed Information
In the Management Menu, the Detailed Appointment Book Statistics, the Block
Booking Report and the Appointment Book Report may also be useful. Usage
of these reports is similar to those shown above.
Explanation of Provider Pay Report
The Provider Pay Report is intended to help multi-practitioner offices keep
track of which practitioner was paid for which service. It shows several
columns of information. It is also broken into three main sections.
The first section is for payments assigned to the practitioner on the report.
The second section is for payments received by another practitioner, but where
the service was rendered by the practitioner on the report. The final
section is a summary.
The meaning of the columns are as follows:
Amount
This column shows the value of the services (or products) sold on the day.
Prepay
If a payment was made that exceeded the services or products on the day (eg
pushed the patient/client file into credit), it is considered a prepayment and
the amount is shown in this column.
Prepay Consumed
If a prepayment was made previously (eg the patient/client file was in credit at
the start of the day), and there was insufficient payment made on the day to
cover the cost of the day's services, the amount of prepayment consumed is
displayed in this column
Allocated to Same Prov
If a payment was made on the day, and that payment was explicitly allocated to a
visit, and the payment was assigned to the same provider as the services
rendered, the amount will appear in this column.
Allocated to Other Prov
If a payment was made on the day, and that payment was explicitly allocated to a
visit, and the payment was assigned to a different provider to the one that
rendered the services, the amount will appear in this column. Note that
this scenario usually indicates a patient/client file with a provider balancing
issue. Refer to
KB-Payments across multiple practitioners.asp for more detail.
Unallocated with debts Same Prov
If a payment was made on the day, and that payment was not explicitly allocated
to a particular visit, but where there was an outstanding debt from the same
practitioner, the amount will appear in this column.
Unallocated with debts Other Prov
If a payment was made on the day, and that payment was not explicitly allocated
to a particular visit, but where there was an oustanding debt from another
practitioner, the amount will appear in this column. Note that this
scenario usually indicates a patient/client file with a provider balancing
issue. Refer to
KB-Payments across multiple practitioners.asp for more detail.
At the end of the Provider Pay Report, the following summarisations appear:
Services rendered and products sold
This value is a summary total of the Amount column from the first section of the
report. Note that the second section of the report lists information for
another practitioner that relate back to the practitioner for the report, so no
values should appear in the Amount column in section 2.
Prepayments received
This value is a summary total of the Prepay column. Note that prepayments
are (by definition) not allocated to a visit yet, so no prepayments will appear
in the second section of the report.
Prepayments consumed
This value is a summary total of the Prepay Consumed column.
Payments received allocated correctly
This value is a summary total of the Allocated to Same Prov column. Note
that by definition, there can be no amounts in section 2 of the report in this
column.
Payments received allocated to visits by another provider
This value is a summary total of the Allocated to Other Prov column from section
1 of the report. Note that whilst there may be amounts in this column in
section 2, they are reported separately further down the summary.
Payments received not allocated, but with debt for same practitioner
This value is a summary total of the Unallocated with debts, same prov column.
Payments received not allocated, but with debt for another practitioner
This value is a summary total of the Unallocated with debts, other prov column
from Section 1 of the report. Note that whilst there may be amounts in
this column in section 2, they are reported separately further down the summary.
Payments received by other providers allocated to visits with this provider
This value is a summary total of the Allocated to Same Other column from section
2 of the report (refer to Payments received allocated to visits by another
provider above).
Payments received by other providers, not allocated, but with debt for this
provider
This value is a summary total of the Unallocated with debts Other Prov column
from section 2 of the report (refer to Payments received not allocated, but with
debt for another practitioner above).
Payable Revenue
This figure is derived by adding together the 'Payments received allocated
correctly', the 'Payments received not allocated, but with debt for the same
provider', the 'Payments received by another provider assigned to visits with
this provider', the 'Payments received by another provider, not allocated, but
with debts for this provider', and finally by subtracting the 'Prepayments
consumed'. Note that because the prepayments consumed is typically a
positive value, it will increase the large negative value printed as payable
revenue.
The rationale behind the payable revenue is that the revenue relevant to the
practitioner includes:
- Visits that this practitioner has performed that have been paid (with payments
explicitly linked to them or otherwise).
- Visits that this practitioner has performed even where the payment was recorded
against another practitioner.
- Prepayments that have been consumed by visits with this practitioner.
but the revenue figure should NOT include:
- Prepayments where the service has not been performed yet.
- Payments made to this practitioner where another practitioner performed the
service.
Note that use of the Provider Balance Summary can dramatically reduce confusion
around which payments can be attributed to which practitioner. Refer to
KB-Payments across multiple practitioners.asp for more detail.
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