This report is ideal for practices that pay provider commission based on the amount collected during the reporting period on closed invoices.
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
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 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.
The Provider Invoice Tag Summary tab shows the total invoicing collected per provider per invoice tag combination for products eligible for commissions only.
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 Invoice Tag Summary
The Provider Invoice Tag Summary summarizes commissionable collected revenue categorized by Invoice Tags and Providers. Since some products may have multiple invoice tags, each unique tag combination will appear as a separate row. Products without invoice tags will be grouped into No Invoice Tag.
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.