The income and Item code utilization generate a report of Income and item code utilisation by practice, provider, and payment channel. Income is calculated based on the total invoice amount (including GST is applicable) including unpaid, paid or partially paid.
1. Within Reporting, click on Financial.
2. Select Income & Item Code Utilisation
You will be taken to the Income & Item Code Utilisation screen. Note the (?) icon you can hover over to give a quick description.
To view a for a Income & Item Code Utilisation
Click Filter and Select the Practice name
Select the invoice status e.g (Paid or Partially Paid) and select the date range e.g(This month)
This will generate a graph that shows the usage of item codes and income by practice, provider, and payment method.
To export this report, click Export and select your preferred data format -PDF will be chosen for this example.
And PDF for Income and Item Code utilisation will be generated
To learn more about Financial Reports Click here.