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Need to review a detailed invoice history for a specific patient? There’s a report for that!

Don’t let the report name (or report group name) fool you; this is a very handy report when you are wanting to review a specific patient’s invoice history. Whether looking at the total spent, number of invoices, or staff IDs on the invoices themselves, the Treatment Report (Reports > Equine) can provide the information you seek. And when saved to Microsoft Excel, it can provide even more details!

Here, we are looking for the invoices within a specific date range and associated with a Patient ID:


Tip: when running reports with a date range, always have the date as the first range within a report, then add the remaining range criteria lines with appropriate AND/OR statement.

This report will display the total revenue but will not include sales tax when viewing/printing the report. The total revenue will be net if using preset discount and gross if using manual discounts.

Save the report to Excel, for a detailed breakdown of revenue, including:

  • sales tax
  • discount amount
  • invoice amount and even service vs inventory
  • amount per staff or amount per invoice type (if using) 

Need totals for the client, but all patients? If you don’t want to run the Treatment Report per patient or don’t need that level of detail per invoice, use the Invoice Item Sales Information Report (Reports > Invoice Item) by date range and client ID to see similar information. This report will give you gross revenue only, and does not provide sales tax.

Here is a comparison chart of the information available in each report:

 

Treatment Report

Invoice Item Sales Information

Client ID

Client Name

✓ (full name)

 ✓ (last name only)

Client Address

 

Patient Name

Patient ID

Invoice Number

Invoice Type

Invoice Item Type (S,I)

 

Invoice Item ID

Invoice Item Description

Invoice Item amount

 ✓ (net/gross)

 ✓ (gross)

Item Quantity

Item Lot Number

 

Sales Tax

 

Discount Amount

✓ (preset or manual)

 

Dispensing Item ID

 

Staff ID

Staff Name

 

Revenue Center

Item Classification

 

✓ (ID)

Transaction Date/Time

Practice Info

Total per patient

 



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