Viewing and Exporting your Clinic’s Billing Reports

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Billing > Billing Reports

This section is where users can see the transaction reports per chosen date range. 

Total Sales

Fig. 5.36. Billing Sales Report
NOTE: The first report that users will see is the Total Sales. This is where a summary of all the clinic transactions can be found composed of sales, expenses, number of patients, and total amount of payments per payment method. Users can filter the view by clicking the date field found on the upper left corner of the page.
Fig. 5.37. Total Sales Report
NOTE: When scrolled down, the users will find a list of the total transactions made per patient. The search bar on the upper right corner of the section will help the users in specifying the transactions made per patient.

Daily Census

Fig. 5.38. Daily Census
NOTE: Next is the Daily Census in which shows a summary or census of all the transactions per chosen date range. Users can also export a copy of this report through a CSV or XLSX format by clicking the export button on the upper right corner of the page.

Doctor Billings

Fig. 5.39. Doctor Billings
NOTE: In the Doctor Billings, users can view the list of patient encounters, the service/product and their corresponding staff, the withholding tax, total share, disbursed, balance, and total of each of the payment transactions. 
NOTE: Users can choose what to view in the Doctor Billing per date range and clinic staff by filtering the date field and selecting the staff on the Search Staff field respectively. They can also search for a specific patient through the search bar for convenience and faster inquiry. 
Fig. 5.40. Disburse Transactions
  1. To choose which transactions are to be disbursed:
    • Ticking the corresponding boxes. 
    • Click “Mark as Paid” button.
    • A prompt will appear to confirm the disbursement of commissions. 
  2. To have a copy of the Doctor Billings report:
    • Click the export button
    • Select the format of the Download.
    • Download should automatically begin once format selection is done. 
NOTE: They can also search for a specific patient through the search bar for convenience and faster inquiry.

Government Billings

Fig. 5.41. Government Billings
NOTE: In Government Billings, users can view the total list of transactions which used a government issued insurance which is also viewable per date range and per government insurance.  
  1. To export the report:
    • Click the export button.
    • Select which format the report is to be exported in. 
    • Download should automatically begin once format selection is done. 
    • Search for a specific patient through the search bar for convenience and faster inquiry.

HMO Billings

Fig. 5.42. HMO Billings
NOTE: Users can view the list of patient encounters, the diagnosis, service/product and their corresponding staff, the payment type, and amount paid for each of the transactions.  This is viewable per date range and per chosen HMO. Just click on the date field and then select desired date and click on the Filter HMO bar to select specific HMO Billing transactions.
  1. To export HMO billings:
    • Click the export button found on the upper right corner of the page
    •  Select which format the report is to be exported in.
    •  Download should automatically begin once format selection is done. 
    • They can also search for a specific patient through the search bar for convenience and faster inquiry. 

Company Billings

Fig. 5.43. Company Billings
NOTE: In Company Billings, users can choose which Company Billing to view per chosen date range and per corporate partner. 
  1. To export Company Billings:
    1. Click the export button found on the upper right corner of the page
    2.  Select which format the report is to be exported in.
    3.  Download should automatically begin once format selection is done. 
    4. They can also search for a specific patient through the search bar for convenience and faster inquiry. 

Billing Adjustments

Fig. 5.44. Billing Adjustments
NOTE: Billing Adjustment shows the voided and returned services/products per patient encounter. This includes details on the OR number, Patient Name, Clinic Staff, Diagnosis, Service/Product, Payment Type, Clinic Share, Doctor Share, its total and paid total.
  1. To export Billing Adjustments:
    • Click the export button found on the upper right corner of the page
    •  Select which format the report is to be exported in.
    •  Download should automatically begin once format selection is done. 
    • They can also search for a specific patient through the search bar for convenience and faster inquiry. 

AR Report

Fig. 5.45. AR Report
NOTE: Lastly, the Accounts Receivable reports shows the list of all transactions linked to a clinic partner.
Fig. 5.46. SOA
  1. To produce an SOA:
    • Click the “Add SOA” button
    • Fill out necessary details such as Account Type, Period Covered, External SOA no., LOA no., Payment Terms, Date Received, and Aging Days. 
    • To select which SOA transactions to include:
      1. Tick the checkbox next to the patient’s name
      2. Search for the patient’s name through the search bar and then tick the box. 
      3. Click “Save” to finalize.
  2. To print an SOA:
    •  Click an SOA from the AR reports list
    •  Click the print button.
    •  A print preview will appear. 
    • Confirm printing 

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Last Updated On October 01, 2019

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