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Table of Contents To view information for any subject found in the Table of Contents, simply click on the appropriate subject and you will be taken directly to the corresponding page. To return to the Table of Contents from any area in the document, scroll to the bottom of any page and click on the Table of Contents link. OPENING THE ACCOUNTING MODULE... 3 INVOICES... 4 CREATE A NEW INVOICE...4 Patient Invoice...4 Insurance Invoice...7 Guest Invoice...10 FIND/OPEN AN EXISTING INVOICE...12 Filter...12 Advanced Search...13 INVOICE ACTION ITEMS...15 Add an Item...15 Authorize...17 Unauthorize...17 Remove an Item...18 Add a Discount...19 Void an Invoice...20 Void a Payment...21 Mark a Zero Balance Invoice as paid...22 Edit an Invoice Date...23 View a Payment History...25 Transfer a Balance...26 CREDITS AND REFUNDS...27 Issue a Patient Credit from an Invoice...27 Issue a Credit to an Invoice...31 Issue a Credit from a Patient s Account Component...34 Issue a Refund from an Invoice...35 Issue a Refund from a Patient s Account Component...37 View a Patient s Refund History...38 INVOICE NOTES...39 Create an Invoice Note...39 Edit an Invoice Note...41 RECEIVE A PAYMENT FROM AN INVOICE...42 i
From a Patient...42 From an Insurance...45 RECEIVE A PAYMENT FROM ACCOUNTING...49 From an Insurance...49 From a Patient...53 Transfer a balance...56 PRINT AN INVOICE...57 From inside the invoice...57 From the Accounting Module...58 STATEMENTS... 60 PRINT PATIENT STATEMENTS...60 CLAIMS... 62 AUTHORIZE A CLAIM...62 PREVIEW A CLAIM...62 PRINT A CLAIM...64 CUSTOMIZE A CLAIM...65 Edit the Facility Type...65 Assign a Diagnosis...66 Edit the Service Date...68 Add Modifiers...69 Additional Claim Information...70 REPORTS... 73 QUICKVIEW REPORTS...73 Sales...73 Receipts...77 COMPREHENSIVE REPORTS...81 All Sales by Type...81 All Sales by Provider...87 Sales of Products by Category...95 Sales of Products by Provider...100 Sales of Services by Category...105 Sales of Services by Provider...107 Receipts by Payor...108 Receipts by Method...113 OTHER REPORTS... 118 Unassigned Items Report...118 Daily Balance Summary Report...120 PRINT REPORTS... 122 INDEX...123 2
Section The accounting module allows the user to create, track, search for or authorize invoices. Insurance claims may be previewed and/or printed from the Accounting Module, and payments may be received. There is also a comprehensive reporting component available in the Accounting Module. Financial reports can be created based on products or services by category or provider, and can be filtered using several different criteria. Opening the Accounting Module You may access the accounting module from the list of modules found at the top of any screen in the application 3
Invoices Create a New Invoice Step 1 Open the Accounting Module Patient Invoice Step 2 Click New Invoice Step 2 Step 3 Click Patient Step 3 Step 4 Enter Search Criteria Step 5 Click Search 4
For comprehensive instructions on search criteria see The Patient Module Finding an Existing Patient Step 6 Select the appropriate patient Step 7 Click Next Step 5 Step 6 Step 7 If you wish to connect this invoice to an encounter go to Step 8, if you do not wish to connect this invoice to an encounter skip to Step 9 Step 8 Select the appropriate encounter (this step is optional) Step 9 Click Done 5
Step 8 Step 9 6
Step 1 Open the Accounting Module Insurance Invoice Step 2 Click New Invoice Step 2 Step 3 Click Insurance Step 3 Step 4 Enter Search Criteria Step 5 Click Search For comprehensive instructions on search criteria see The Patient Module Finding an Existing Patient Step 6 Select the appropriate patient 7
Step 7 Click Next Step 5 Step 6 Step 7 Step 8 Select the appropriate insurance company Step 9 Click Next Step 8 Step 9 Step 10 Select the appropriate encounter 8
Step 11 Click Done This step is not required Step 10 Step 11 9
Guest Invoice NOTE The Guest Invoice may be used for product sales to a person that is not entered as a patient in the application. Personal details can be entered but are not required Step 1 Open the Accounting Module Step 2 Click New Invoice Step 2 Step 3 Click Guest Step 3 If any personal details are known continue to Step 4, if no personal details are know skip to Step 5 Step 4 Enter all known guest information 10
NOTE This step is not required. If no guest information is entered, the payer noted on the invoice will be Guest Step 5 Click Done Step 4 Step 5 11
Find/Open an Existing Invoice Step 1 Open the accounting module Filter Step 2 Select the payor type from the drop down menu Step 3 Enter the Filter information The list can be filtered by key words or letters. The application will search Payer and Patient for the letters entered into the filter field The list will filter automatically as you type Step 4 Double click on the appropriate invoice Steps 2 & 3 Step 4 12
You may search for an invoice by specific fields. There are a number of different fields you may use for this search. Advanced Search Payer Name The payer name is the party responsible for the payment of the invoice. The payer can be a patient or an insurance company. If searching for a patient all or part of the last name may be entered. If searching for an insurance company all or a portion of the company s name may be entered. Entering all of the patient or insurance name will result in more precise results Patient Name Every invoice is linked to a patient regardless of the payer. The exception to this is the Guest invoice. In which the patient would be the guest. You may enter all or part of the patient s last name to utilize this search. Invoice Date The Invoice Date is the actual date the invoice was created. A specific date range may be entered when using this criteria. To search for one day, enter that date into both fields. Entering a date into the first field only will search for all invoice created from that date through today. Service Date The Service Date is the actual date the service was performed, this is the same as the encounter date. A specific date range may be entered when using this criteria. To search for one day, enter that date into both fields. Entering a date into the first field only will search for all invoice created from that date through today. Invoice Age The Invoice Age is measured in days. Use the drop down menu to select a range for invoice age 13
Status An invoice can be Active, Voided, or Paid. Use the drop down menu to select an invoice status. Approval An invoice can be Authorized or Pending. Use the drop down menu to select an invoice status. Step 1 Open the accounting module Step 2 Click Advanced Search Step 2 Step 3 Enter the appropriate search criteria One or any combination of the criteria listed above may be used. Step 4 Click Search Step 5 Double click the appropriate invoice 14
Step 3 Step 4 Step 5 Invoice Action Items Step 1 Open an existing invoice or create a new invoice Add an Item An item may only be added to an existing invoice if that invoice has not been authorized. 15
Step 2 Click the + button Step 2 Step 3 Select the appropriate product or service Step 4 Click Add to Invoice Repeat Step 3 and Step 4 for each product or service to be added to the invoice Step 5 Click to close the screen Step 5 Step 3 Step 4 16
Step 1 Open an existing invoice that has not been authorized Authorize Step 2 Click Authorize An authorized invoice is marked with Step 2 NOTE An invoice must be authorized before payment can be received or an insurance claim submitted. Step 1 Open an existing invoice that has been authorized Unauthorize Step 2 Click Unauthorize An authorized invoice is marked with 17
Step 2 Step 1 Open an existing invoice that has not been authorized Remove an Item An authorized invoice is marked with If an invoice has been authorized, items cannot be removed Step 2 Select the item you wish to remove Step 3 Click the - button 18
Step 2 Step 3 Step 1 Open an existing invoice that has not been authorized Add a Discount Step 2 Click Add Discount An authorized invoice is marked with If an invoice has been authorized, a discount cannot be applied Step 2 19
Step 3 Enter a Discount Amount Step 4 Enter a Description Step 5 Click Apply Steps 3 & 4 Step 5 Step 1 Open the appropriate invoice Void an Invoice Step 2 Click Void Invoice Authorized and Non-authorized invoices may be voided 20
Step 2 Step 3 Enter a Reason Step 4 Click Apply Step 3 Step 4 NOTE Once voided, an invoice is still accessible in the Accounting Module. The status will be shown as voided and the balance will be $0.00 Void a Payment Step 1 Open the appropriate invoice containing the payment you wish to void Step 2 Click the Payment History screen to open 21
Step 2 Step 3 Click on the payment you wish to void Step 4 Click Void Payment Step 3 Step 4 Mark a Zero Balance Invoice as paid Step 1 Open the appropriate invoice The invoice must be authorized 22
Step 2 Click Mark Paid Step 2 Step 1 Open the appropriate invoice Edit an Invoice Date The invoice must not be authorized Step 2 Click the search icon to the right of the invoice date Step 2 23
Step 3 Select the appropriate date Step 3 Step 4 Click the green check mark to save the new date Or Step 4 Click the red X to cancel the change Step 4 24
View a Payment History Step 1 Open an existing invoice that has been authorized Step 2 Click Payment History An authorized invoice is marked with If an invoice has not been authorized, a payment could not be received. Step 2 25
Transfer a Balance NOTE An invoice must be authorized before a transfer can be done. Step 1 Open the appropriate invoice Step 2 Click Transfer Step 2 Step 3 Enter the amount(s) being transferred in the appropriate fields The current balance may be transferred to multiple parties from this screen Step 4 Select the appropriate reason(s) from the drop down menu(s) Step 5 Click Apply 26
Step 4 Step 3 Step 5 Credits and Refunds Issue a Patient Credit from an Invoice Step 1 Open the appropriate authorized invoice Step 2 Click Issue Refund Step 2 27
To credit one line item only continue to Step 3 To credit more than one line item or an entire invoice skip to Step 5 Step 3 Click on the appropriate line item This line item and extended price will fill automatically in Description and Amount Step 3 Step 4 Click Patient Credit This amount will now appear as a credit in the patient s account component and is available for payments or refund 28
Step 4 Skip to Step 8 Step 5 Enter a Description regarding the credit Step 6 Enter the Amount of the credit 29
Step 7 Click Patient Credit This amount will now appear as a credit in the patient s account component and is available for payments or refund Step 5 Step 6 Step 7 Step 8 Click Refund 30
Step 8 Issue a Credit to an Invoice NOTE A credit can only be issued to an invoice for an amount equal to or less than the current invoice balance Step 1 Open the appropriate authorized invoice Step 2 Click Issue Refund 31
Step 2 To credit one line item only continue to Step 3 To credit more than one line item or an entire invoice skip to Step 5 Step 3 Click on the appropriate line item Step 4 Select Current Invoice This line item and extended price will fill automatically in Description and Amount The new invoice balance will appear next to Current Invoice 32
Step 3 Step 4 Skip to Step 8 Step 5 Enter a Description regarding the credit Step 6 Enter the Amount of the credit Step 7 Click Current Invoice Step 5 Step 6 Step 7 33
Step 8 Click Refund Step 8 Issue a Credit from a Patient s Account Component Step 1 Open the Account Component within the appropriate patient s module Step 2 Click Credit Step 2 34
Step 3 Enter the Credit Amount Step 4 Enter the Description Step 5 Click Apply This amount will now appear as a credit in the patient s account component and is available for payments or refund Steps 3 & 4 Step 5 Issue a Refund from an Invoice Step 1 Open the appropriate authorized invoice Step 2 Click Issue Refund Step 2 35
To refund one line item only continue to Step 3 To refund more than one line item or an entire invoice skip to Step 5 Step 3 Click on the appropriate line item Step 4 Select Patient This line item and extended price will fill automatically in Description and Amount Step 5 Select the appropriate method for refund from the drop down Step 6 Enter a reference or check number This step is not required Step 7 Select the appropriate Location Step 8 Click Refund Step 3 Step 5 Step 7 Step 4 Step 6 Step 8 36
Issue a Refund from a Patient s Account Component NOTE A refund can only be made from the patient s account component if there is a credit available for the patient Step 1 Open the Account Component within the appropriate patient s module Step 2 Click Refund Step 2 Step 4 Enter the Refund Amount The refund amount will default to the Max Refund amount shown above Step 5 Select the appropriate method for refund from the drop down Step 6 Select the appropriate Location Step 7 Enter a reference or check number Step 8 Enter a Comment Step 9 Click Apply This step is not required This step is not required 37
Steps 4, 5, 6, 7 & 8 Step 9 View a Patient s Refund History Step 1 Open the Account Component within the appropriate patient s module Step 2 Click Refund History Step 2 38
Invoice Notes NOTE Every time an action is taken on an invoice, the system creates a note regarding that action. This enables the user to easily review the invoice actions. Step 1 Open an existing invoice Create an Invoice Note Step 2 Click Notes 39
Step 2 Step 3 Click New Note Step 4 Type in your note Step 5 Click Update Note Step 4 Step 3 Step 5 40
Step 1 Open an existing invoice Edit an Invoice Note Step 2 Click Notes Step 2 Step 3 Select the appropriate note Step 4 Click Edit Note Notes created by the system cannot be edited Step 3 Step 4 Step 5 Enter changes/updates 41
Step 6 Click Update Note Step 5 Step 6 Receive a Payment from an Invoice Step 1 Open the appropriate authorized invoice From a Patient Step 2 Click Receive Payment An authorized invoice is marked with Payments can only be received on authorized invoices 42
Step 2 Step 3 Enter Payment Amount This amount should be equal to the total amount being collected from the patient Step 4 Select Payment Method Step 4 Step 3 Step 5 Enter the amount paid for an invoice in the yellow payment box. If the total due for that invoice is being paid in full skip to Step 10 43
NOTE If receiving a payment in full for an invoice, simply click on the checkbox next to the appropriate invoice and the payment will auto fill the yellow payment field for that patient. If the amount being paid is a partial amount continue to Step 6 Step 6 Click on $0.00 in the tranfer column of the claim being paid Step 5 Step 6 Step 7 Enter the amount(s) being transferred in the appropriate field(s) The current balance may be transferred to multiple parties from this screen Step 8 Select the appropriate reason(s) from the drop down menu(s) Step 9 Click Apply 44
Step 7 Step 8 Step 9 Step 10 Repeat steps 6-10 for each invoice payment being recorded for that patient Step 11 Click Apply Payments Step 11 Step 1 Open the appropriate authorized invoice From an Insurance An authorized invoice is marked with Payments can only be received on authorized invoices 45
Step 2 Click Receive Payment Step 2 NOTE All claims pending with this insurance company will appear and be available to receive this payment. Step 3 Enter Payment Amount Step 4 Enter Check No. This amount should be equal to the total amount of the check received Step 4 Step 3 46
Refer to the Insurance Company s Explanation of Benefits that was enclosed with the check to enter the fee breakdown per patient. Step 5 Enter the amount paid for that claim in the yellow payment box to the right of the appropriate patient s name. If the total due for that patient is being paid in full skip to Step 10 NOTE If receiving a payment in full for a claim, simply click on the checkbox next to the appropriate patient s name and the payment will auto fill the yellow payment field for that patient. If the amount being paid is a partial amount continue to Step 6 Step 6 Click on $0.00 in the tranfer column of the claim being paid Step 5 Step 6 Step 7 Enter the amount(s) being transferred in the appropriate fields The current balance may be transferred to multiple parties from this screen Step 8 Select the appropriate reason(s) from the drop down menu(s) Step 9 Click Apply 47
Step 7 Step 8 Step 9 Step 10 Repeat steps 6-10 for each claim payment being recorded for that insurance company. Step 11 Click Apply Payments Step 11 48
Receive a Payment from Accounting Step 1 Click Receive Payment From an Insurance Step 1 Step 2 Select the appropriate Insurance Company Step 3 Click Next You may narrow your search by using the radial button next to Insurance at the top of the screen. 49
Step 2 Step 3 Step 4 Enter Payment Amount Step 5 Enter Check No. This amount should be equal to the total amount of the check received Step 5 Step 4 50
Refer to the Insurance Company s Explanation of Benefits that was enclosed with the check to enter the fee breakdown per patient. Step 6 Enter the amount paid for that claim in the yellow payment box to the right of the appropriate patient s name. If the total due for that patient is being paid in full skip to Step 11 NOTE If receiving a payment in full for a claim, simply click on the checkbox next to the appropriate patient s name and the payment will auto fill the yellow payment field for that patient. If the amount being paid is a partial amount continue to Step 7 Step 7 Click on $0.00 in the tranfer column of the claim being paid Step 6 Step 7 Step 8 Enter the amount(s) being transferred in the appropriate fields The current balance may be transferred to multiple parties from this screen Step 9 Select the appropriate reason(s) from the drop down menu(s) Step 10 Click Apply 51
Step 8 Step 9 Step 10 Step 11 Repeat steps 6-10 for each claim payment being recorded for that insurance company. Step 12 Click Apply Payments Step 12 52
Step 1 Click Receive Payment From a Patient Step 1 Step 2 Select the appropriate Patient Step 3 Click Next You may narrow your search by using the radial button next to Patient at the top of the screen. Step 2 Step 3 53
NOTE Only authorized invoices pending for this patient will appear and be available to receive this payment. Step 4 Enter Payment Amount This amount should be equal to the total amount being collected from the patient Step 5 Select Payment Method Step 5 Step 4 Step 6 Enter the amount paid for an invoice in the yellow payment box. If the total due for that invoice is being paid in full skip to Step 11 NOTE If receiving a payment in full for an invoice, simply click on the checkbox next to the appropriate invoice and the payment will auto fill the yellow payment field for that patient. If the amount being paid is a partial amount continue to Step 7 Step 7 Click on $0.00 in the tranfer column of the claim being paid 54
Step 6 Step 7 Step 8 Enter the amount(s) being transferred in the appropriate field(s) The current balance may be transferred to multiple parties from this screen Step 9 Select the appropriate reason(s) from the drop down menu(s) Step 10 Click Apply Step 8 Step 9 Step 10 Step 11 Repeat steps 6-10 for each invoice payment being recorded for that patient Step 12 Click Apply Payments 55
Step 12 Transfer a balance NOTE Balances may only be transferred from authorized invoices Step 1 Click Transfer Step 1 56
Step 2 Enter the amount(s) transferred in the appropriate field(s) If transferring to an insurance company a drop down will open containing all active coverage policies for that patient Step 3 Select the appropriate reason from the drop down(s) Step 4 Click Apply Steps 2 & 3 Step 4 Print an invoice From inside the invoice NOTE Only authorized invoices can be printed Step 1 Click the Print Icon 57
Step 1 Step 2 Click the Print Icon Step 2 From the Accounting Module NOTE Only authorized invoices can be printed Step 1 Use the invoice search criteria to find the appropriate invoice 58
Step 2 Click Search See The Accounting Module Find an invoice Advanced Search for direction on using the search criteria Step 3 Click on the appropriate invoice Step 4 Click Print Invoice Step 1 Step 2 Step 3 Step 4 Step 4 Click the Print Icon Step 5 59
Statements Print patient statements Step 1 Open the Accounting Module Step 2 Use the invoice search criteria to create a list of patients to receive a statement. Step 3 Click Search Step 4 Click Print Statements See The Accounting Module Find an invoice Advanced Search for direction on using the search criteria Step 2 Step 3 Step 4 Step 5 Click the Print Icon 60
Step 5 61
Claims Authorize a Claim Step 1 Open an existing insurance invoice that has not been authorized An authorized invoice is marked with Step 2 Click Authorize Step 2 NOTE An invoice must be authorized before a claim can be submitted Preview a Claim Step 1 Open an existing insurance invoice Step 2 Click Preview Claim 62
Step 2 63
Print a Claim Step 1 Open an existing insurance invoice that has been authorized An authorized invoice is marked with Step 2 Click Print Claim Step 2 64
Customize a Claim Step 1 Open an existing insurance invoice Edit the Facility Type Step 2 Double click on the line item you wish to edit 65
Step 2 Step 3 Select the appropriate Facility Type from the drop down menu Step 4 Click Apply Step 3 Step 4 Step 1 Open an existing insurance invoice Assign a Diagnosis Step 2 Double click on the line item you wish to edit 66
Step 2 Step 3 Select the appropriate diagnosis from the Available Diagnosis list Step 4 Click left arrow to add the diagnosis Step 5 Click Apply Repeat for all required diagnoses Clicking the right arrow will remove a diagnosis from the list of Additional Diagnoses Step 2 Step 3 Step 4 67
Step 1 Open an existing insurance invoice Edit the Service Date Step 2 Double click on the line item you wish to edit Step 2 Step 3 Click the Calendar buttons to enter the correct Service Date Step 3 68
Step 4 Click Apply Step 4 Step 1 Open an existing insurance invoice Add Modifiers Step 2 Double click on the line item you wish to edit 69
Step 2 Step 3 Select the appropriate Modifier(s) from the drop down menu(s) Step 4 Click Apply Step 3 Step 4 Step 1 Open an existing insurance invoice Additional Claim Information Step 2 Click the Additional Claim Information bar 70
Step 2 Step 3 Click Edit Step 3 Step 4 Enter all additional claim information Step 5 Click Update The numbers in parentheses correspond with the boxes found on the HCFA 1500. 71
Step 4 Step 5 72
Reports Quickview Reports Step 1 Open the Accounting Module Sales Step 2 Select the Date Range from the drop down menu The default date range for quickview is Today The sales will be broken down by Product Category Step 2 There are two views of the sales breakdown available: Graph or List. The default graph is a bar graph. To view a pie chart click on the pie chart icon 73
Pie Chart Icon Views To view a breakdown of a specific Category continue to Step 3 Step 3 Click on the bar of the appropriate product category This will change both views to a breakdown of product manufacturers Step 3 74
To view a breakdown of a specific Manufacturer continue to Step 4 Step 4 Click on the bar of the appropriate manufacturer This will change both views to a breakdown of products Step 4 75
NOTE To return to the previous reporting level click the Up One icon Note 76
Step 1 Open the Accounting Module Receipts Step 2 Click Receipts Step 2 Step 3 Select the Date Range from the drop down menu The default date range for quickview is Today The receipts will be broken down to patient and insurance Step 3 77
There are two views of the receipt breakdown available: Graph or List. The default graph is a bar graph. To view a pie chart click on the pie chart icon Pie Chart Icon Views To view a breakdown of Patient receipts continue to Step 4 To view a breakdown of Insurance receipts skip to Step 5 Step 4 Click on the Patient Bar This will change both views to a breakdown of patients Step 4 78
NOTE To return to the previous reporting level click the Up One icon Note Step 5 Click on the Insurance Bar This will change both views to a breakdown of insurance claims 79
Step 5 NOTE To return to the previous reporting level click the Up One icon 80
Note Comprehensive Reports Step 1 Open the Accounting Module All Sales by Type Step 2 Click the Sales Activity expand button Step 2 81
Step 3 Select All Sales by Type from the Report Type drop down menu Step 4 Select the Location from the drop down menu Step 5 Select the Date Range from the drop down menu Step 6 Click Search You may enter a date range manually using the calendar buttons. This date range is based on invoice date, not date of service. The first search result to appear is a breakdown of sale totals per location Steps 3, 4 & 5 Step 6 82
To view a breakdown of sales for a particular location by product category continue to Step 7 Step 7 Click on the bar for the appropriate location Step 7 83
To view a breakdown of sales by category continue to Step 8 Step 8 Click on a bar for breakdown of a specific category Step 8 84
To view a breakdown of a category continue to Step 9 Step 9 Click on the bar for the appropriate category. Step 9 85
To view a breakdown of a product continue to Step 10 Step 10 Click on the bar for the appropriate product. Step 10 86
NOTE To return to the previous reporting level click the Up One icon Note Step 1 Open the Accounting Module All Sales by Provider 87
Step 2 Click the Sales Activity expand button Step 2 Step 3 Select All Sales by Provider from the Report Type drop down menu Step 4 Select the Location from the drop down menu Step 5 Select the Date Range from the drop down menu Step 6 Click Search You may enter a date range manually using the calendar buttons. This date range is based on invoice date, not date of service. The first search result to appear is a breakdown of sale totals per location 88
Steps 3, 4 & 5 Step 6 To view a breakdown of sales for a particular location by provider continue to Step 7 Step 7 Click on the bar for the appropriate location 89
Step 7 To view a breakdown of sales by provider continue to Step 8 Step 8 Click on a bar for breakdown of a specific provider 90
Step 8 To view a breakdown of a category for a specific provider continue to Step 9 Step 9 Click on the bar for the appropriate category. 91
Step 9 To view a further breakdown of a category for a specific provider continue to Step 10 Step 10 Click on the bar for the appropriate product. 92
Step 10 To view a breakdown of a product for a specific provider continue to Step 11 Step 11 Click on the bar for the appropriate product. 93
Step 11 NOTE To return to the previous reporting level click the Up One icon 94
Note Step 1 Open the Accounting Module Sales of Products by Category Step 2 Click the Sales Activity expand button Step 2 Step 3 Select Product by Category from the Report Type drop down menu Step 4 Select the Location from the drop down menu 95
Step 5 Select the Date Range from the drop down menu Step 6 Click Search You may enter a date range manually using the calendar buttons. This date range is based on invoice date, not date of service. The first search result to appear is a breakdown of sale totals per location Steps 3, 4 & 5 Step 6 To view a breakdown of sales for a particular location by product category continue to Step 7 96
Step 7 Click on the bar for the appropriate location Step 7 To view a breakdown of manufacturers for a particular product category continue to Step 8 Step 8 Click on the bar for the appropriate product category 97
Step 8 To view a breakdown of products for a particular manufacturer continue to Step 9 Step 9 Click on the bar for the appropriate manufacturer 98
Step 9 NOTE To return to the previous reporting level click the Up One icon 99
Note Step 1 Open the Accounting Module Sales of Products by Provider Step 2 Click the Sales Activity expand button Step 2 Step 3 Select Products by Provider from the Report Type drop down menu 100
Step 4 Select the Location from the drop down menu Step 5 Select the Date Range from the drop down menu Step 6 Click Search You may enter a date range manually using the calendar buttons. This date range is based on invoice date, not date of service. The first search result to appear is a breakdown of sale totals per location Steps 3, 4 & 5 Step 6 To view a breakdown of sales for a particular location by provider continue to Step 7 To view a breakdown of product categories for a particular provider skip to Step 8 Step 7 Click on the bar for the appropriate location 101
Step 7 Step 8 Click on the bar for the appropriate provider 102
Step 8 To view a breakdown of manufacturers for a particular provider continue to Step 9 Step 9 Click on the bar of the appropriate product category 103
Step 9 To view a breakdown of products for a particular provider continue to Step 10 Step 10 Click on the bar of the appropriate manufacturer 104
Step 10 Step 1 Open the Accounting Module Sales of Services by Category Step 2 Click the Sales Activity expand button 105
Step 2 Step 3 Select Services by Category from the Report Type drop down menu Step 4 Select the Location from the drop down menu Step 5 Select the Date Range from the drop down menu Step 6 Click Search You may enter a date range manually using the calendar buttons. This date range is based on invoice date, not date of service. The first search result to appear is a breakdown of sale totals per location 106
Steps 3, 4 & 5 Step 6 To view a breakdown of sales for a particular location by category continue to Step 7 Step 7 Click on the bar for the appropriate location Step 7 Step 1 Open the Accounting Module Sales of Services by Provider Step 2 Click the Sales Activity expand button 107