Help Centre
News
Help Centre
News
Daily
A day in the practiceLogin to Healthbridge NovaHow to add a patientHow to add an appointment to the CalendarHow to Book and Join a Telehealth AppointmentHow to Perform a Benefit Check in Healthbridge NovaHow to Capture an InvoiceHow to Create and Manage QuotationsHow to manage patient accounts Part 1How to manage patient accounts Part 2How to add notes to a Patient Account Working with the Healthbridge Nova inboxHow to do a Manual RA Capture.How to Fix and Resubmit Claims in Healthbridge NovaHow to search for patient accountsHow to view transactions and invoices on an account How to manage captured invoices How to follow up on Invoices How to cancel a cash Invoice How to add a Credit Note How to add a Debit Note How to manage Unallocated Credits How to capture a payment How to Bill PMB Conditions at 300%WhatsApp Patient onboarding
Operational
How to Transfer Liability from Medical Aid to Patient in Healthbridge NovaHow to Send Bulk Messages in Healthbridge NovaAccount AgeHealthbridge Nova ReportsHow to Manage Electronic Remittances in Healthbridge Nova
Setup
How to Add a Provider in Healthbridge NovaHow to Add Custom Charge Codes in Healthbridge NovaHow to Customize the Calendar in Healthbridge NovaHow to Set Up Private Rates in Healthbridge NovaHow to Add a Branch in Healthbridge NovaHow to Change Your SMS and Email Templates in Healthbridge NovaHow to Set a Mandatory ID Number When Creating Patient Accounts in Healthbridge NovaHow to reset passwords (System admin rights required)Percentage Billing How to add a new userHow to link your Gmail CalendarHow to setup Invoice Templates How to set up appointment reminders and confirmation templates linked to specific visit typesHow to set up Network pricing and contracts
Reports
Monthly Transaction ReportPayment Summary ReportPayments Per Provider ReportPayment Details ReportDebtors Movement Report
Stock
Stock Overview Stock Level ListingQuarantine Stock Listing Purchase Orders (PO's) and ReceivingGoods Received Listing (GRV)Supplier Returns Listing (SRN)Stock Adjustments Stock Movement Label Printing and Hardware RequirmentsHow to manage stock daily Stock Reports How to Take on Stock Vendor Management
Specialists
Modifier Coding Cheat sheetHow to Add Modifiers to an InvoiceGynaecology & Obstetrics Modifier CheatsheetPaediatric Modifier Cheatsheet
Add-Ons and Integrations
Practice Agent: WhatsApp Booking Links

Payments Per Provider Report

Details of payments received, for a selected provider. This report lists payments linked to a provider via invoice, excluding unallocated and unreconciled payments. The Excel version offers more detailed information without display limits

The user can select a date range type to filter on:

  • Payment date: This is the payment date recorded for the transaction.
  • Transaction create date: This is the date that the transaction was recorded in the system, and can be different from the payment date.

Summary Section

This section shows a breakdown of patient payments and medical aid payments per provider.

FieldDescription/Rules
Patient paymentsSum of patient payments of all types.
Med aid paymentsSum of medical aid payments of all types. 
Insurance paymentsSum of insurer payments of all types.

 

Detail Section

Each detail line represents a payment on an invoice. Therefore, if a single payment is allocated to 2 invoices, two detail lines must be displayed.

These fields appear on the PDF version of the report:

FieldDescription/Rules
Payment datePayment date of transaction.
Payment typePayments are grouped into different payment types.
Payment amountPayment amount allocated to the invoice.
Invoice no.Invoice number of the invoice the payment was allocated to.
ProviderTreating provider invoice is linked to.

 

 The Excel version has the following additional information:

FieldDescription/Rules
Recon dateThis is the date the payment transaction was created in the db. 
Payment ref.
  • For patient payments, this is the reference provided on the UI.
  • For RAs, it is the EFT reference number (if it exists).
Receipt no.Receipt no. generated by the system for the payment transaction.
Paid byIndicates if it was paid by a patient or by a scheme.
Account no.Account number that the invoice is linked to.
PatientPatient linked to the invoice.
Invoice amountTotal amount of the original invoice.
BranchBranch invoice is linked to (only visible for a multi-branch practice).

 

Was this article helpful?

Powered by Product Fruits