Provider Summary and Details Analytic Reports

🚨Check out our Provider Commission Reporting Article for an overview of which production payment style may work best for your practice!

Our Provider Summary Report has been updated, renamed, and split into two different reports: the Provider Summary and Details Report – Gross Invoicing and the Provider Summary and Details Report – Collected Invoicing. These new reports will still consist of the Report Info tab and the Practice Summary tab (previously Provider Summary), but now will also have a Glossary tab and a Provider Detail tab

Provider Summary and Details Report – Gross Invoicing: This report is ideal for practices that pay provider commission based on the amount invoiced from closed invoices during the reporting period.

Provider Summary and Details Report – Collected Invoicing: This report is ideal for practices that pay provider commission based on the amount collected during the reporting period on closed invoices.

💡Note For Multi-Location Practices: If a patient is transferred from one location to another during the same visit, the Invoice will appear in the Provider Summary and Detail Report for the location the patient was assigned to when the Invoice was Closed. To have invoiced items show on the report for the appropriate location, we would recommend checking the patient out and closing the invoice at time of transfer and starting a new visit and invoice at the new location.

Provider Summary and Details Report – Gross Invoicing

The Provider Summary and Details Report – Gross Invoicing is ideal for practices that pay provider commission based on gross invoice revenue, as it displays a summary of gross invoice revenue for providers from invoices that were closed during the reporting period.

All Total amounts displayed on the report will be calculated before taxes are applied (pre-tax) and after discounts are applied (post-discount). In the Provider Detail tab, only invoice line items from invoices closed within the reporting period will be displayed, regardless of the date the individual items were added to the invoice. Total amounts include collected and uncollected revenue.

Users need to have the analytics_provider_summary_details_invoiced_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 Provider Summary and Details Report – Gross Invoicing 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, when the report was created, and the time zone for the report.

Glossary Tab

The Glossary tab contains terms and definitions for column headings located throughout the report for clarity.

The Note at the top of the sheet explains that this report shows gross invoice revenue from closed invoices during the reporting period. All amounts will be calculated pre-tax and post-discount.

Terms listed:

Average Invoice Amount – Total Invoicing divided by Visit Count. Note that this should be interpreted carefully since all visits are counted, including for invoice corrections
Visit Count – Number of visits where the provider has at least one line item. Note that his should be interpreted carefully since all visits are counted, including for invoice corrections
% of Total Practice Invoicing – This is the percentage of total revenue from closed invoices for a provider divided by the total hospital revenue from closed invoices during the reporting period
Total Invoicing – This is the total revenue invoiced per provider (pre-tax and post-discount) on closed invoices during the reporting period
Total Exempt Amount (Excluded from Commissions) – This is the total invoiced revenue per provider on closed invoices for line items that are flagged as “Excluded from Commissions” in the product admin settings during the reporting period
Total Eligible Amount (Gross Production Included in Commissions) – This is the total invoiced revenue per provider on closed invoices for items that are eligible for commissions during the reporting period
Eligible for Commissions – This is based on the “Excluded from Commissions” toggle in the product admin settings. Column will list ‘Yes’ or ‘No’
Total Tax Amount – This is the total amount of tax applied to each line item on closed invoices during the reporting period
Total Discount Amount – This is the total amount of discounts that was applied to each line item on closed invoices during the reporting period
Tax Exempt – Indicates the tax exempt status of the account at the time the report is run. This could be different from the tax exempt status when the line item occurred.

Practice Summary Tab

The Practice Summary tab includes a summary for each provider showing the Average Invoice Amount, Visit Count, % of Total Practice Invoicing and the amounts of Total Invoicing, Total Exempt Amount of invoicing, and Total Eligible Amount of invoicing for all closed invoices during the reporting period.

Provider Summary Counts Tab

The Provider Summary Counts tab displays the total quantity and amount invoiced for specific invoice line items per provider based on closed invoices during the reporting period.

This tab can be used to see how many of a certain item a provider sold or performed during that reporting period (Radiograph – Thoracic Series qty 4 in the example above) and how much revenue that provider brought in for selling or performing that item ($1,008.00 based on the example above).

Provider Details Tab

The Provider Details tab provides a detailed list of all invoice line items assigned to a specific provider on closed invoices during the reporting period. Within the Provider Detail tab, items will be grouped by providers, and providers will be listed alphabetically by last name. The items within each provider group will be listed in order of invoice line item date/time.

The Provider Detail tab includes the following information:

Invoice Line Item Date/Time (sorted chronologically for the reporting period)
Provider
Product ID
Product Name
Quantity of Item
Account ID
Account Type
Tax Exempt – displays Yes if exempt and No if not exempt
Client Last Name
Client First Name
Patient ID
Patient Name
Invoice Number
Invoice Tag
Tax Class
Discount Class
Total Tax Amount – Products with taxes will display $0.00 if the Tax Exempt column displays Yes
Total Discount Amount
Eligible for Commissions
Total Invoicing

🚨 Important to Note: Practices paying doctors using Gross Invoicing should create a new invoice for the account write off and enter line items that are being written off with a negative quantity and price to reflect appropriate invoice revenue totals for providers.

Provider Summary and Details Report – Collected Invoicing

The Provider Summary and Details Report – Collected Invoicing is ideal for practices that pay provider commission based on collected revenue, as it displays collected revenue by providers based on payments and refunds made during the reporting period to closed invoices.

All Total amounts displayed on the report will be calculated before taxes are applied (pre-tax) and after discounts are applied (post-discount) and only invoice line items from closed invoices will be displayed. This report will include any payments or refunds that were made on open invoices that are closed during the reporting period, as well as any payments or refunds that were made during the reporting period on invoices that were closed prior to the reporting period.

If partial payment is taken for a closed invoice, the payment amount will first be applied to pay off any taxes, then the remaining payment amount will be applied to line items on the invoice from oldest date to newest date. Refunds will be applied to line items in the reverse order, most recent date to oldest date, then to any taxes on the invoice.

Account Credit payments will be considered as a payment on the invoice and will be included in the transaction amount in the total collected invoicing amounts of this report. Unapplied payments from an invoice will be considered a refund in the total collected invoicing amounts.

💡 Please Note: Payments or Refunds made on open Invoices will not be considered in this report until the invoice has been closed. The payment or refund date will then be considered the date of invoice closed and will appear in any reporting periods that contain that closed date.

Users need to have the analytics_provider_summary_collected_report permission added to a role in order to access the report in Analytics.

💡To learn more about how to access and schedule this report, check out our EMR Analytics Guide!

The Provider Summary and Details Report – Collected Invoicing consists of the following:

Report Info Tab

Glossary Tab

The Glossary tab contains terms and definitions for column headings located throughout the report for clarity.

The Note at the top explains that this report shows collected revenue, that is pre-tax and post-discount, from closed invoices based on payments and refunds made during the reporting range.

If a payment or refund was made on an open invoice, that revenue would not show in the report until the invoice is closed. In this instance the transaction date would be considered the closed invoice date, as that is when the payment or refund will be applied to the invoice.
If a closed invoice receives a partial payment, it will be applied in chronological order, covering the total invoice tax amount first, then applying payments to line items from oldest to newest. Once an invoice has a $0 or negative balance, it is considered fully paid.
Providers could be over or under compensated for a transient period of time when uncollected invoices are later adjusted. This will resolve itself as long as invoices are paid off over time. For example, if a provider has a closed invoice that wasn’t collected in a prior reporting period and later a new invoice is created to correct the provider to another provider (negative for this provider, positive for a new provider). At that time, the second provider would have an invoice considered paid ($0 balance) and the original provider would get a negative amount deducted for the change at that time even though they weren’t paid initially. Once the original invoice is marked as paid, the original provider will receive compensation in a future reporting period.

Terms listed:

% of Total Practice Invoicing Collected – This is the percentage of total payments collected on closed invoices by a provider divided by the total payments collected on closed invoices for all providers during the reporting period
Total Invoicing Collected – This is the total amount of payments and refunds collected on closed invoices per provider (pre-tax and post-discount) for a reporting period
Total Exempt Amount Collected (Excluded from Commissions) – This is the total amount of payments and refunds collected on closed invoices for items flagged as “Excluded from Commissions” per provider for the reporting period
Total Commissions Amount Collected (Paid Line Items Included in Commissions) – This is the total amount of payments and refunds on closed invoices for items that are eligible for commissions per provider during the reporting period
Eligible for Commissions – This is based on the “Excluded from Commissions” toggle in the product admin settings. Column will list ‘Yes’ or ‘No’
Total Tax Amount – This is the total amount of tax applied to each line item on closed invoices during the reporting period
Total Discount Amount – This is the total amount of discounts that was applied to each line item on closed invoices during the reporting period
Tax Exempt – Indicates the tax exempt status of the account at the time the report is run. This could be different from the tax exempt status when the payment was made.

Practice Summary Tab

The Practice Summary tab includes a summary for each provider showing the % of Total Practice Invoicing Collected and the amounts of Total Invoicing Collected, Total Exempt Amount of Invoicing Collected, and Total Eligible Amount of Invoicing Collected during the reporting period for all closed invoices .

💡 Please Note: In rare cases the % of Total Practice Invoicing Collected for a provider can be negative. This can occur when a provider’s collected amount is from a refund only. For example if the provider had a total of $25 refunded on line items (-$25 collected) during the reporting period, and the practice had a total of $100 collected during the period, then the provider’s % Total Invoiced by Practice would be -25%.

Provider Details Tab

The Provider Details tab provides a detailed list of all invoice items assigned to a specific provider on closed invoices during the reporting period. Within the Provider Detail tab, items will be grouped by providers, and providers will be listed alphabetically by last name. The items within each provider group will be listed in order of invoice line item date/time.

The Provider Detail tab includes the following information:

Invoice Line Item Date / Time – This is the date the line item was placed on the invoice and may be outside of the reporting period if a payment or refund was made during the reporting period on an invoice that was closed prior to the reporting period or if a payment or refund was made to an open invoice that was then closed during the reporting period.
Provider
Product ID
Product Name
Account ID
Account Type
Tax Exempt – displays yes if exempt and no if not exempt
Client Last Name
Client First Name
Patient ID
Patient Name
Invoice Number
Invoice Tag
Tax Class
Discount Class
Total Tax Amount – Products with taxes will display $0.00 if the Tax Exempt column displays Yes
Total Discount Amount
Eligible for Commissions
Total Invoicing Collected – This column shows the total payment or refund applied to the line item during the reporting period. (If multiple payments/refunds are made to a line item, the Total Invoicing Collected will show the total payment/refund that was applied to the line item.

🚨Important to Note: Practices paying doctors by total collected should not create a new invoice with negative quantity and price line items to write the account off, as this could penalize the doctor since the items were never paid for.

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