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Invoice Consolidated Reports Data Improvements
Invoice Consolidated Reports Data Improvements

10/03/22 Additional encounter data and totals on invoice consolidated reports

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de 2 años

In Invoice Consolidated window you can generate and download four different reports once you have completed any invoice. These reports are available in context menu and we have improved them by adding more details about the encounter and improved the totals in order to give you more information about the patients and the applied discounts on invoices.

See more information about this improvement here.

The reports forementioned are: Detailed Report, Report by minor company, Detailed Minor Company Report and Claim Format*. Click on any of them and set your download requirements such as format (pdf, png, csv, xls), orientation, font size, etc.

*No impact

Our new formats will look as follows:

  1. Detailed Report

    Detailed report will include the following new features:

    i. Total Invoice column header replacing Grand Total title.

    ii. Follow Up Reference column where those encounters that are Follow-ups will display the reference for their corresponding original encounter.

    iii. Discount amounts column will now appear

    iv. Net Amount column, which correspond to Subtotal minus applied discounts.

  2. Report by minor company

    This report will also now include encounter information, keeping you from losing that information in the process:

    i. Encounter Number column

    ii. Follow Up Reference column for those encounters that were registered as follow-ups of any other original encounter.

    Here, we have also fixed the following column title:

    iii. Discounts, instead of Spanish Descuentos.

  3. Detailed Minor Company Report

This type of report will now include two new columns:

These two columns are the following encounter information;

i. Encounter Number

ii. Follow Up Reference, allowing you to see if any encounter is a follow-up encounter.

All of these added columns are to improve your communication processes within your organization and to simplify any queries while billing encounters.

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: October 03, 2022

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