The Order Summary Report is a summary of all products and services ordered during the given reporting period and the amount of revenue generated by that product or service. The information on this report is pulled from both open and closed invoices, which makes this report variable, since items can be voided or edited on an open invoice.
This report can be used to get an idea of how often a particular product or service was used during a specific period by filtering or sorting the report. For example, you could filter this report to see how many TPLO surgeries were performed in the month of May and what amount of revenue was generated from those surgeries.
Users need to have the analytics_order_summary_report permission added to a role in order to access this report in Analytics.
💡To learn more about how to access and schedule this report, check out our EMR Analytics Guide!
The Order Summary Report consists of the following:
Report Info Tab
The Report Info tab is the cover page for the report and consists of the Hospital Name and Hospital Location. It will also show what date/time range the report is for, and when the report was created.
Glossary Tab
The Glossary tab contains terms and definitions for column headings located throughout the report for clarity.
For the Order Summary Report, the glossary only displays a note alerting that the report considered all products ordered during the given reporting period, including those on open invoices, and therefore is subject to change.
Order Summary Report Tab
The Order Summary Report Tab consists of the following information:
- Code – the PIMS ID of the product
- Product – description of the product
- Category – category of the treatment sheet the product falls on
- Provider Count – number of doctors that ordered this product during the reporting period
- Patient Count – number of patients this product was ordered for during the reporting period
- Quantity – total amount ordered for all patients during the reporting period
- Amount – total revenue generated for the product during the reporting period