MultiDay Report Questions

[fec]

We're trying to figure out which report generates an accurate figure for actual collections for a period specified in the search.  Please see attached screenshot.  Under the "Fees by Production Group"  "Professional Services"  are those figures the billed service fees or actual collected for the period?  Why are some numbers in parentheses?  If we had entered incoming insurance checks during the specified period for dates of service prior to the period, would they have showed up here?

Please advise!  Thanks

MultiDay Report Questions

[mdeyedoc]

Fees by Production Group are the total amounts billed during the reporting period. The numbers in parenthesis are negative numbers (typically payments and discounts).

Marcia

[fec]

Thanks for the prompt reply. Please look at the screen shot, I was afraid that the parenthesis represented negative numbers. So, are we entering these figures into Crystal incorrectly? These should be positive numbers. Which report should we run to document actual collections (patient payments, insurance checks, et al) during a specific period?

Thank you!

Ok,  The report I'm looking for is actually the MultiDay Report.  I was looking at the MuliDay Production--that had the negative numbers, which I still don't truly understand why.

[fec]

Any update on this?

Another question on the reports: Let's say I'm trying to find the total collected for a period, like the month of August for example. I'd like to know what the total was for each individual day in August. I don't necessarily want to see all of the transactions, just the daily total of all collected: cash, check, credit cards, insurance payment and patient payments, that were entered on that day. What series of report(s) instructions will get me there? Thanks.

[KizerOpt]

Sept 4, 2015 5:10:02 GMT -6 fec said:

Thanks for the prompt reply. Please look at the screen shot, I was afraid that the parenthesis represented negative numbers. So, are we entering these figures into Crystal incorrectly? These should be positive numbers. Which report should we run to document actual collections (patient payments, insurance checks, et al) during a specific period?

Thank you!

Ok,  The report I'm looking for is actually the MultiDay Report.  I was looking at the MuliDay Production--that had the negative numbers, which I still don't truly understand why.

I use the Multi Day Report or Daily Report to track my insurance payments, cash, etc because it's easiest to read. The problem is you have to look at both for the detail you want.  Neither report will total by check (I wish they would to make it easier to proof your work). Don't worry about the negative numbers, you can compare the Production Report to the Daily report and see the deposits are positive. I don't think there is a daily total anywhere, could be a reasonable request. Put it out there and see how many others want it.

Karen

[clw]

Your Daily Production Report that you have up above is my best tool in figuring out the money & getting it into Quickbooks. As you have probably figured out, the top portion shows what you actually billed out to all patients for that day (or multi-day if that is what is selected). Then it takes off all the Discounts, w/o etc for a NET REVENUE figure for that period. Next are the Deposits & Credit cards - monies that you actually collected or deposited for that day. I use the collected figures to put these deposits into Quickbooks. Always have to get & input the detail of EFTs in order to eventually reconcile the bank statement.
Then I run a Crystal Sales Payment Report for the period I want and it has to equal the QB Deposit Report after all the deposits are inputted. This is my check & balance for deposits.

clw

[friscoeyeassociates]

Just for clarification I quickly whipped together an explanation of the layout on the Daily Production Report. Hope it helps make it less confusing.

[paigem]

New to Crystal from Washington state where we have to report revenue by service and materials. Is there a report that breaks down payments received by production group? Billed amounts aren't helpful.

[friscoeyeassociates]

Yes.. The Custom Invoice Report will pull all invoices for a given period and you can then customize the data you want extracted. Run the Custom Invoice Report, then select the Options menu at the top when the report is done running, and select customize report. In this dialog box you should be able to customize the report to meet your needs. Save customizations and re-run the report.