SUMMARY:

This report provides a summary of all Fees generated for each practitioner, within the period between the 'From:' and 'To:' dates specified below.

REPORT OUTPUT:

Each of the four different invoice types (Private Patients, Bulk Bill Patients, Vet Affairs Patients, and Other Patients) is represented on a separate line, and totals are provided for each practitioner.

Total Fee – amount display in the 'Total Fee' column of this report is GST exclusive.

The report also incorporated adjustments in its totals, by default.

DATE SELECTION:

It is recommended that you use Report Date as the Date Selection, as this is a value that cannot be modified, ensuring integrity of the report.  That is, if you print the report for a given date range today, and then print it again in twelve months' time, for the same date range, then the two versions of the report will be identical, no matter what reversals may be applied to the invoice in future reporting periods.  In terms of this report, the term 'Report Date' refers to the date of entry of the invoice.

'Entry Date' and 'Report Date' only differ in relation to Bulk Billed or Vet Affairs visits and Held Accounts.  The Entry Date of a voucher or held account is the date the individual voucher was entered into MedicalDirector Pracsoft, or the date the account was put on hold.  In these cases, the Report Date refers to the date on which the voucher was batched in a claim, or the held account was printed on a tax invoice.

ADDITIONAL OPTIONS:

The Additional tab, below, includes a number of other options:

o      Include Adjustments - this option is checked by default, to include adjustment records in the report output.  If you prefer to exclude adjustments, you can click the box to uncheck it.

o      Item No(s) - this option allows you to enter a specific item number to base the report on.  If you enter an item number, then the report will only show you Fees for that item.  If you wish to specify multiple item numbers, you must separate them with commas.

o      Institution - this option is disabled for this report.

 

To Reconcile the Report
Columns on this Report	Reconcile Against Report Columns
Summary of Fees Earned Report Grand Total – Total Fees Grand Total – Total GST	Summary of Fees Earned Report Grand Total of Fees Grand Total of GST
Summary of Fees Earned Report Grand Total of Fees Grand Total of GST	Full Details of Fees Earned Report Grand Total of Fees Grand Total of GST
Summary of Fees Earned Report Grand Total of Fees for all Months	Summary of Monthly Fees Report Grand Total of Fees
Summary of Fees Earned Report Grand Total of Fees	Summary of Monthly Fees by Invoice Type Report Grand total of Fees
Summary of Fees Earned Report Grand Total of Fees	Practice Fees by Item No Report Grand Total of Fees
Summary of Fees Earned Report Grand Total of Fees + GST	Accounting Summary Report Accounts Raised

 
  

To Generate a Summary of Fees Earned Report

1.      Select Reports > All Reports. The Pracsoft Reports window appears.

2.      Within the Report Type section, select Fees.

3.      Within the Report Name section, select Summary of Fees Earned.

 

4.      Select the Common tab:

o      Enter a Date Range for the report.

o      Indicate whether results for each practitioner will be printed on separate pages.]

o      Via the Date Selection drop-down menu, indicate in which order you wish the results displayed.

o      Indicate which practitioner/s and location/s you wish to limit the report to.

 

5.      Select the Additional tab:

o      If you wish to base the report on specific item numbers, enter them here, separating each with a comma.

 

6.      Click Print when you are ready to proceed.