Detailed Income Reports
complete
M
Metrowest Nutrition and Therapy
This is marked as complete, but I noticed that DOS wasn't added to the income report. This is big problem for us as we have fee for service clinicians that get paid a percentage of the income they generate (once the practice is paid). The clinicians want to be able to see that they've been paid for every date of service. Not having DOS on this report makes it impossible to track. I've even tried combining data in one Google Sheet using the income report and an export of the appointments list.
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Tina Koro (IntakeQ)
complete
T
Tina Koro (IntakeQ)
open
A
Annie Frisbie
I would love for this to include any Unallocated Amount on an EOB/ERA for payers who deduct a processing fee from electronic payments. Those are tax deductible and can really add up!
R
Ryann Hilton
Being able to see total units billed per provider, services / CPT codes billed per provider would also be helpful
Tyson Edwards
in progress
Hello, we have broken out the income report to show the payment processor and the manually entered payments. You can see that now.
We will also splitting out coupons/discounts into it's own line. I will add something for products.
We will also have insurance income split out by payer in the next week or so.
Laurie Schlosser
Tyson Edwards: Thanks Tyson. The biggest issue for me is that there is still no way to send the contractors a document that shows all of it or to save it in one document because in order to see the break down one has to click the link and be taken to another page. I do not want to transfer to a CVS file, that wouldn't be helpful and it would involve another step. Office Ally had in all in one running document that we could save and send to the contractor and save in for the business. I don't need products/discounts or payer income split, maybe others do? I also don't need manually entered split from the processer. I just need to detailed breakdown in one document. It's helpful now how you have it broke down showing the client, the payer payments and client payments. Just need to be able to view in one document.
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Amber Gourley
Laurie Schlosser: we need to see discounts for our reports
A
Admin Account
Laurie Schlosser: Exactly! It would be more beneficial to give us the options on how we need to break down information for income reports because everyone's income reports will have different needs. Also the detailed reports should have line item details included in one report to make it easier to access the information all at once.
Tyson Edwards
Laurie Schlosser: Hi, can you please find some time on my calendar next week to discuss?
D
David
Income from products as well. There is so much missing in IntakeQ. The logic forms and simple booking widget are really the only things keeping me here.
Laurie Schlosser
Is this possibly in the works? So that we can see all the income breakdown in one document that can be shared with our independent contractors? Right now I can only share the summary page.
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.
Mollie Wolf, LMT
Including any discounts on the session/invoice, as well as products sold, would be great!
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