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Detailed Income Reports
L
Laurie Schlosser
I appreciate that we can know see the detailed breakdown. But I am wondering if we can get it all in one report that can be downloaded. Right now I have to screen shot and save the detailed breakdown of client and insurance payment for my contractors.
M
Mollie Wolf, LMT
Including any discounts on the session/invoice, as well as products sold, would be great!
E
Elizabeth Macshadiya
Agree!
Tyson Edwards
So would these be acceptable columns for 'payments per client' report?
Client Name | Paid Amount | Payment Date | Invoice ID | Claim # (if applicable) | Practitioner | Any others?
L
Laurie Schlosser
Tyson Edwards:
Applied Date
Patient ID
Patient Name
DOS
Payment ID
Payment Date
Applied Payments
Applied Adjustments
This is what the detailed income reports in OA look in OA. The client payment and adjustments are what is important for tracking for contactor income accuracy. Recoupments or refunds would also be detailed. If you want to do a 5 minute zoom meeting I could show you what it looks like in OA. thanks for asking clarifying questions.
C
Cary Shore
Laurie Schlosser: Yes, the income report needs to be very clear, concise and contain all of the relevant information on one document. This is crucial when you have multiple practitioners
L
Laurie Schlosser
Cary Shore: Right now we can click on the amounts for the details but it would be good to have it on one page so I could download the document with all the info instead of just the totals four the agency and practitioner.
E
Elivate Vitamin Therapy + Wellness
Laurie Schlosser: hours worked and tags. tag would be helpful for filtering in our business
R
Richard Hallowell BIS, BSN-RN
Elivate Vitamin Therapy + Wellness: Multiple columns for each tag to be specific, tag is now included in many reports but groups all of them together and does not allow for easy sorting when transferred to a CSV or excel
E
Erica Braunshausen
Tyson Edwards: Payer ID would be SO helpful as well, so that we can sort based on insurance payer :)
K
Kirsten Turoldo
right now i need to download an excel file and count hours to make sure i am paying hourly staff correctly. it is time consuming!
L
Laurie Schlosser
Kirsten Turoldo: Can you look at the column list I put on here to see if it's everything that you would need.
K
Kirsten Turoldo
Laurie Schlosser: i need hours worked