Applies to: DVMAX v7.0.12 and higher
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- Can print or export
- Date/time range can be selected
- This report generates Provider Production information for a specified time period.
- This report provides information on each individual line item on an invoice or return.
- This report totals line items based on the invoice date and NOT the line item date. So if an invoice has line items dated 7/26/22 and was finished on 8/2/22, the July detailed sales report does not include those line items, rather the items were included on the August report as it pulls from invoice date.
- Unfinished invoices are not included in this report.
- Voids are not included in this report.
- The cost pulls from the current cost field of bill item (not the pricing cost).
- Doctor and Category
- Line count = number of invoice line items in the given category minus returns
- Amount = total discounted price billed in the given category minus returns (Tax is not included)
- % of total = % of grand total of ALL hospital income
- Formula used - (Amount/Grand Total of ALL hospital income)*100
- Cost = inventory cost of the invoiced items (determined by the cost of the inventory items linked to the bill item)
- Sales Profit = profit for the hospital
- Formula used - Amount - Cost
- Doctor and Item
- Quantity = total quantity added on all invoices minus returns
- Amount = total discounted price billed for that bill code minus returns (Tax is not included)
- % of total = % of grand total of ALL hospital income
- Formula used - (Amount/Grand Total of ALL hospital income)*100
- Cost = inventory cost of the invoiced items (determined by the cost of the inventory items linked to the bill item)
- Sales Profit = profit for the hospital
- Formula used - Amount - Cost
- Category and Item
- Quantity = total quantity added on all invoices minus returns
- Amount = total discounted price billed for that bill code minus returns (Tax is not included)
- % of total = % of grand total of ALL hospital income
- Formula used - (Amount/Grand Total of ALL hospital income)*100
- Cost = inventory cost of the invoiced items (determined by the cost of the inventory items linked to the bill item)
- Sales Profit = profit for the hospital
- Formula used - Amount - Cost
- Doctor and Patient
- All items billed to each patient broken down by the provider assigned to the line item on the invoice
- Amount = total full price billed to the client (Tax is not included)
- NOTE: Total amount is calculated using the discounted price; the individual lines items won't add up to the total if discounts were applied to any invoice
- Amount total by provider = total discounted price billed minus returns (Tax is not included)
- Pct = percent of ALL hospital income attributed to each provider (This is done for total only, not per line item)
- Formula used - (Amount total by provider/Grand Total of ALL hospital income)*100
- Cost = inventory cost of the invoiced line items (determined by the cost of the inventory items linked to the bill item)
- Profit = profit for the hospital
- Formula used - Amount - Cost
- Category
- Amount = total discounted price billed to clients
- Pct = percent of ALL hospital income
- Formula used - (Amount/Grand Total of ALL hospital income)*100
- Cost = inventory cost of the invoiced line items (determined by the cost of the inventory items linked to the bill item)
- Profit = profit for the hospital
- Formula used - Amount - Cost
- Doctor and Category
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- Can only be printed; no option to export
- Date range can be selected
- Shows average revenue per invoice per provider
- When Show Invoice Details is checked invoice details for each invoice are provided
- Code = Provider code
- Provider Name = Name associated with the provider code
- Invoice Details (Date, Invoice number, Type, Patient)
- Voids are not included in the list or total calculations
- Returns are factored into the totals
- Total = Invoice total with taxes
- Provider Share = Amount billed on the invoice attributed to this provider without taxes
- Provider Total = Total amount of the provider share.
- The number in parenthesis refers to the portion of the dollar amount attributed to this provider on all invoices. This number would be a decimal if multiple providers have been on one invoice. For example: If two doctors are on one invoice that totals $100 and Dr. A's charges are $75 and Dr. B's charges are $25, .75 of that invoice will be attributed to Dr. A and .25 will be attributed to Dr. B.
- Weighted average gross per transaction = Considers each doctor's percentage of total sales to assign the average cost of services to a provider
- Formula used = (Provider share of invoices - provider share of returns) / total number of invoices on which the doctor is listed
- Unfinished invoices are not included in these calculations.
Revenue By Referral Report
- Can only be printed; no option to export
- Date range can be selected
- Shows referral revenue using the referral source listed on either the client general information screen or patient general information screen.
- When reporting on patient referral information, the referral source entered in the Referred By #1 field is used.
- Revenue = invoice totals before taxes - returns and voids
- Report is broken down per hospital and then by provider within the hospital
- Report shows Patient First Visit/Last Visit/Dr Seen/Revenue Generated
- Totals on the report will show total per referring doctor, total per referring hospital, and total of all referrals
- By checking Report only new Referrals, DVMAX will show only totals from clients/patients who were seen for the first time during the selected time period.
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