Reporting - Period Summary
PracticePoint Manager provides period summary reports to monitor your practice productivity. These reports are by:
• Provider
• Practice
• Financial class
Each report lists the totals of all charges, receipts, debits and credits for each period. The figures on each of these reports are updated during end-of-period/ year processing. The system includes a period’s figures on these reports only after the period is closed through end-of-period/year processing.
What type of Period Summary reports are offered by PracticePoint Manager?
Period Summary of Day Sheet Totals Report
End-of-Period/End-of-Year Summary by Financial Class Report
End-of-Period/End-of-Year Summary by Practice Report
Period Close Report
Provider Summary Report
| Period Summary of Day Sheet Totals |
 Period Summary of Day Sheet Totals |
The Period Summary Of Day Sheet Totals report monitors the accounts receivable in your practice by keeping a running total of the charges, payments, debits and credits printed on your Day Sheet. This information is updated daily when the Day Sheet is run. This report is a daily record of your A/R and should be printed then kept in your permanent files. It is an excellent tool for supervising accounts receivable on a daily basis. This report is also called the End Of Day Summary report. |
| End-of-Period/End-of-Year Summary by Financial Class |
End of Period/End of Year Summary by Financial Class |
T The End-Of-Period/End-Of-Year Summary by Financial Class report tracks the productivity of each financial class in your practice. It lists both period and year totals of all charges, receipts, debits and credits for each financial class. These figures are updated when End-of-Month/Year processing is run.
|
| End-of-Period/End-of-Year Summary by Practice |
End of Period/End of Year Summary by Practice |
The End-Of-Period/End-Of-Year Summary by Practice report tracks the productivity of each group (practice). It lists both period and year totals of all charges, receipts, debits and credits for each practice. These figures are updated when End-of-Month/Year processing is run.
|
| Period Close Report |
Period Close Report Sample |
The Period Close report lists the closed periods on your system and the date and time at which each of these periods were opened and closed. This report enables you to:
• See the dates that each period covers
• Generate date-based reports (such as the Analysis of Services report) so that they match with period-based reports (such as the End-Of-Period/End-Of-Year Summary by Provider report.)
The dates and times are put both in terms of PracticePoint Manager date and time and in terms of the system date and time. You can select the range of closed periods that print on this report.
|
| Provider Summary Report |
Provider Summary Report Sample |
The Provider Summary report tracks the productivity of each provider in your practice. It lists both period and year totals of all charges, receipts, debits and credits for each provider. These figures are updated when End-of-Month/Year processing is run.
|
|
