Difference between revisions of "Nikitasharma14.Reports:Financial"

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:*'''[Nikitasharma14.[LibreHealth_EHR_Reports|Introduction''']]
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:*'''[[Nikitasharma14.Reports_in_LibreHealth_EHR|Introduction''']]
 
:* '''[[Nikitasharma14.Reports:Clients|Clients]]'''
 
:* '''[[Nikitasharma14.Reports:Clients|Clients]]'''
 
:* '''[[Nikitasharma14.Reports:Visits|Visits]]'''
 
:* '''[[Nikitasharma14.Reports:Visits|Visits]]'''

Latest revision as of 22:24, 27 May 2020

Links to pages:

FINANCIAL

The ‘Financial’ submenu in ‘Reports’ will give us all the Financial reports i.e. Sales, Cash Receipts, Front Office Receipts, Payment Method, Collection, Patient Ledger, Financial Summary by Service Code.

Financial.png



Sales

  1. In Financial submenu, choose ‘Sales’ option (Reports > Financial >Sales).

    Sales.png


  2. Clicking on ‘Sales’ option will open a tab “Report - Sales by Item”.

    Sales1.png


    • ‘Facility’ and ’Provider’ are drop down menus, select suitable input. Specify the ‘From’ and ‘To’ dates. Check ‘Details’ for obtaining detailed report.
    • Click ‘Submit’ button.
  3. After submitting, a report of Sales by Item appears.

    Sales1.png


  4. You can print the list by clicking on ‘Print’ button and export the report to a CSV file by clicking on ‘Export to CSV’ button.


Cash Rec

  1. In Financial submenu, choose ‘Cash Rec’ option (Reports > Financial > Cash Rec).

    Cashrec.png


  2. Clicking on ‘Cash Rec’ option will open a tab “Report - Cash Receipts by Provider”.

    Cashrec1.png


    • ‘Facility’, ‘Payment Date’ and ’Provider’ are drop down menus, select suitable input. Specify the ‘From’ and ‘To’ dates.
    • When you click on ‘Procedure/Service’ and ‘Diagnosis’ button a new tab opens. You can search information by entering suitable search criteria.

      Cashrec2.png


      Cashrec3.png


    • Once entered all the required criteria, click on ‘Submit’ button.
  3. After submitting, a report of cash receipts by provider appears.

    Cash4.png


    • For detailed information regarding patient’s appointments select ‘Details’ option.

      Cash5.png


  4. Click ‘Print’ button to print data.


Front Rec

  1. In Financial submenu, choose ‘Front Rec’ option (Reports > Financial >Front Rec).

    Frontrec.png


  2. Clicking on ‘Front Rec’ option will open a tab “Report - Front Office Receipts”.

    Frontrec1.png


    • Specify the ‘From’ and ‘To’ dates.
    • Click on ‘Submit’ button.
  3. After submitting, a report of cash receipts by provider appears.

    Frontrec2.png


  4. Click ‘Print’ button to print data.


Pmt Method

  1. In Financial submenu, choose ‘Pmt Method’ option (Reports > Financial >Pmt Method).

    Pmtmethod.png


  2. Clicking on ‘Pmt Method’ option will open a tab “Report - Receipts Summary”.

    Pmt1.png


    • In ‘Report by’, you can sort by ‘Payer’, ’Facility’, and ‘Payment Date’.
    • When you click on ‘Procedure/Service’ button a new tab opens. You can search information by entering suitable search criteria.

      Pmt2.png


    • Specify the ‘From’ and ‘To’ dates.
  3. After submitting, a report of receipts summary appears.

    Pmt3.png


  4. Click ‘Print’ button to print data.


Collections

  1. In Financial submenu, choose ‘Collections’ option (Reports > Financial > Collections).

    Collections.png


  2. Clicking on ‘Collections’ option will open a tab “Report - Collections”.

    Collections1.png


    • In ‘Displayed Columns’ check the options you wish to see in report.
    • ‘Facility’, ‘Payor’, ‘Age By’ and ’Provider’ are drop down menus, select suitable input. Specify the date range in ‘Service Date’ and ‘To’.

      Collections2.png


    • Select ‘Export Individual Invoices’ and ‘Without Update’ if required.
    • Here, you can separately get the reports for open accounts, due payments, due insurance, insurance summary and credits by selecting suitable criteria.
    • Write the values in ‘Aging Columns’ and ‘Days/col’ as per requirement.
    • Once entered all the required criteria, click on ‘Submit’ button.
  3. After submitting, a report of collections appears. The below image shows collection for open accounts by all facilities in the given date range.

    Collections3.png


    • Click ‘Select All’ to select data and ‘Clear All’ to clear the selection.
    • Click ‘Export Selected as CSV’ to obtain csv file. Click ‘Export Selected to Collection’ to move the selected data to collections.
    • Check ‘Export Individual Invoices’ for getting individual invoices in report. Check ‘Without Update’ for getting reports without updates.
  4. Click ‘Print’ button to print data.



Pat Ledger

  1. In Financial submenu, choose ‘Pat Ledger’ option (Reports > Financial >Pat Ledger).

    Patledger.png


  2. Clicking on ‘Pat Ledger’ option will open a tab “Report - Patient Ledger by Date”.

    Patledger1.png


    • ‘Facility’ and ’Provider’ are drop down menus, select suitable input. Specify the ‘From’ and ‘To’ dates. Check ‘Details’ for obtaining detailed report.
    • When you click on ‘Patient’ button a new tab opens. You can search information by entering suitable search criteria (Name, Phone, ID, SSN, DOB).

      Patledger2.png


    • Once entered all the required criteria, click on ‘Submit’ button.
  3. After submitting, patient’s ledger report appears. The below image shows ledger for desired patient in the given date range.

    Patledger3.png


  4. . Click ‘Print Ledger’ to print the ledger report.


Financial Summary by service Code

  1. In Financial submenu, choose ‘Financial Summary by service Code’ option (Reports > Financial >Financial Summary by service Code).

    Fservice.png


  1. Clicking on ‘Financial Summary by service Code’ option will open a tab “Report - Financial Summary by service Code”
    • ‘Facility’ and ’Provider’ are drop down menus, select suitable input. Specify the ‘From’ and ‘To’ dates. Check ‘Important Codes’ for getting codes in report.
    • Once entered all the required criteria, click on ‘Submit’ button.

      Financial1.png


  2. After submitting, a report of Financial summary by service code appears.

    Financial2.png


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