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Reports
Monthly Transaction ReportPayment Summary ReportPayments Per Provider ReportPayment Details Report

Payments Per Provider Report

Details of payments received, for a selected provider.

GENERAL NOTES

  • This report shows payments that can be linked to a provider. This link is done via the invoice. This means that no unallocated portions of payments appear in the report, and neither do unreconciled remittance payments.
  • More details are shown on the Excel version of the report, because there are no display space constraints.
  • 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).

 

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