Go to Financial reports in the side bar.

Select a report type from the 7 options.

‍

‍

‍

Payment summary

This is a financial document that provides a summary of all the payments received by a company within a specific period.

This type of report can include a practitioner and payment provider.

‍

‍

Here you can see what a Payment summary report looks like.

‍

‍

‍

Production summary

This is a document that provides an overview of  the quantity of procedure performed in a period of time, and total charge/ profit from this.

This type of report can include a practitioner.

‍

‍

Here you can see what a Production summary report looks like.

‍

‍

‍

‍

Transaction listing

This is a record of all the patients that have received selected procedures, in a filtered date range by a chosen practitioner.

A transaction listing shows which patients received a procedure and how much they were charged.

This type of report can include a practitioner and a procedure.

‍

‍

Here you can see what a Transaction listing report looks like.

‍

‍

‍

Transaction listing summary

Instead of providing every transaction individually, this report groups all charged out procedures by procedure.

This type of report can include a practitioner and procedure.

‍

‍

Here you can see what a Transaction listing summary report looks like.

‍

‍

‍

Accounts receivable

This is a financial document that shows the outstanding balance of patients separated by payment provider.

This type of report can include a practitioner and payment provider.

‍

‍

Here you can see what an Account receivable report looks like.

‍

‍

‍

‍Day-sheet listing

This is a document that shows the charges and payments of a patient, showing the total patient payments and total third-party payments.

This type of report can include a practitioner.

‍

‍

Here you can see what a Day-sheet listing report looks like.

‍

‍

‍

Voided charges

This is a document that shows procedures that were charged out and then voided.

This type of report can include a practitioner.

‍

‍

Here you can see what a Voided charges report looks like.

‍

‍

‍

Credit note summary

This type of report can include a financial receiver.

‍

‍

Here you can see what a Credit note summary looks like.

‍

‍

‍

Invoice summary

This type of report can include a financial receiver and invoice status.

‍

‍

Here you can see what an Invoice summary looks like.

‍

‍

‍

SMS Usage

This is a document that shows all of the SMS messages sent out and the cost for each message.

‍

‍

‍

Here you can see what a SMS Usage report looks like.

A message part counts for 160 characters. SMS messages over 160 characters, are charged for as multiple SMS messages. They will be shown with multiple message parts in the report.

‍

‍

‍

‍

SMS T&Cs

• We charge 0.15c per SMS.
• This rate applies to NZ /AU only
• Blocks are in place for territories outside NZ/AU
• Billing will be monthly based on the month end report
• We are not liable for any business loss or inconvenience for failure of automated unsent, misdirected SMS, or failure to receive responses to any SMS message.