Sorted Payment Analysis Reports
The Sorted Payment Analysis Reports menu provides the following functions for printing double-sorted payment analysis reports:
They are sorted first by either performing doctor or location, then by various secondary sorting criteria.
The reports are generated for a specified month and show the total number of payments allocated and the total amount allocated. The same figures for the specified month of the previous year are provided for comparison, along with the total dollar amount and percentage of deviation. The reports also reflect current year-to-date figures and previous year-to-date figures along with the total dollar amount and percentage of deviation. They may be printed in either detailed or summary format and individual payment amounts will be included if the summary format is not selected.
If a payment is posted to an account but is not applied against a transaction, it is considered to be an unallocated payment and will not be included in these reports. An unallocated payment cannot be included because there is no way to indicate which location or performing doctor should receive credit for the payment, since the payment is not applied against a transaction.
The allocated payments reflected on these reports could be payments that were posted during the specified month, or they could be payments that were posted during a previous month and were not allocated until the specified month.
