1. What you need to know
1. You can select the following filters:
Date range* (93 days as max.)
Invoiced: Yes / No
Posted: Yes / No
Patient: Capture the name of the patient)
Doctor: Capture the name of the physician (or type 4 spaces to select the physician from a combo box)
Type of Document: Invoice AR, Credit Note, Debit Note and Remission Note.
Client: Capture the name of the client (or type 4 spaces to select the client from a combo box)
2. You can move through the search results using the paging links.
3. The system will display the following information:
Encounter
Note Remision Date
Note Remision Number
Invoice Number
Invoice Date
Group of Clients
Client Key
Customer
Patient
TAX ID
Doctor
Reference Doctor
Product Key
Product
Invoiced Amount
UOM
Product Category
Price
Discount
Selling Price
Cost
Total Cost
Revenue Margin
Sub Total
Tax Commission %
Total
Charge Service Unit
Status
Type of Document
Method od Payment
4. You can export the retrieved information in the following formats: PDF, XLS, CSV and PNG (image).
2. The benefits
To search and view all invoiced and unbilled revenue records using specific filters.
3. Start report
1. Open the window "Invoiced and Unbilled Revenue Report".
2. Select the dates range (*mandatory) and the filters you wish to apply.
3. Click on the Search icon to start the process.
4. You can visualize the retrieved information with the selected filters in the Search results section.
*You can move through the search results by using the paging links.
After finishing the aforementioned steps.
You'll have generated the invoiced and unbilled revenue report.
Congratulations!