Sometimes in a multi provider practice it is necessary to report on the financial transactions for a particular doctor over a period.
Depending on the arrangement between the practice and the doctors this can take two broad forms:-
- All payments from the patients and account guarantors are made to the practice bank account
- Payments are to the individual doctor's bank accounts
Information such as:
- The amount invoiced for the period - OR -
- The amount receipted or allocated for the period
may be required.
For above requirements, the following CareRight default reports can be used as a starting point:-
- Invoices - Financial - All Invoices - Need to filter out reversed invoices
- Allocations - Financial - Ledger By Transaction Type - Filter for 'allocation' in the Transaction Type
