In Instinct EMR, the Provider Summary and Details Report – Gross Invoicing shows a summary of gross invoice revenue by provider for all invoices closed during a reporting period. This report is best suited for practices that pay provider commission based on the amount invoiced, not the amount collected.
Before you begin
Users must have the analytics_provider_summary_details_invoiced_report permission added to their role to access this report in Analytics.
For help accessing and scheduling this report, see the Analytics Guide.
How amounts are calculated in this report
All Total amounts in the report are calculated pre-tax and post-discount. In the Provider Detail tab, only line items from invoices closed within the reporting period will appear, regardless of when individual items were added to the invoice. Total amounts include both collected and uncollected revenue.
Note: For multi-location practices: if a patient is transferred between locations during the same visit, the invoice will appear in this report for the location the patient was assigned to when the invoice was closed. To ensure items appear under the correct location, check the patient out and close the invoice at the time of transfer, then start a new visit and invoice at the new location.
Report tabs
The Provider Summary and Details Report – Gross Invoicing includes six tabs.
Report Info tab
Displays the practice name, practice location, date, and time range for the report, the date the report was created, and the time zone.
Glossary tab
Contains definitions for all column headings used throughout the report. Key terms include:
Average Invoice Amount — Total invoicing divided by visit count. Interpret carefully, as all visits are counted, including invoice corrections.
Visit Count — Number of visits where the provider has at least one line item. Interpret carefully, as all visits are counted, including invoice corrections.
% of Total Practice Invoicing — The percentage of total practice revenue from closed invoices attributed to a provider during the reporting period.
Total Invoicing — Total revenue invoiced per provider (pre-tax, post-discount) on closed invoices during the reporting period.
Total Dispensing Fees — Portion of total invoiced amount (pre-tax, post-discount) attributed to dispensing fees.
Total Unit Pricing — Portion of total invoiced amount (pre-tax, post-discount) excluding dispensing fees.
Total Exempt Amount (Excluded from Commissions) — Total invoiced revenue per provider for line items flagged as "Excluded from Commissions" in product admin settings.
Total Eligible Amount (Gross Production Included in Commissions) — Total invoiced revenue per provider for products eligible for commissions during the reporting period.
Eligible for Commissions — Based on the "Excluded from Commissions" toggle in product admin settings. Displays Yes or No.
Total Tax Amount — Total tax applied to each line item on closed invoices during the reporting period.
Total Discount Amount — Total discounts applied to each line item on closed invoices during the reporting period.
Tax Exempt — Tax exempt status of the account at the time the report is run. This may differ from the tax-exempt status when the line item occurred.
Practice Summary tab
Displays a summary per provider showing Average Invoice Amount, Visit Count, % of Total Practice Invoicing, Total Dispensing Fees, Total Unit Pricing, Total Invoicing, Total Exempt Amount, and Total Eligible Amount for all closed invoices during the reporting period.
Provider Summary Counts tab
Shows the total quantity and amount invoiced for specific invoice line items per provider, based on closed invoices during the reporting period. Use this tab to see how many of a specific item a provider sold or performed and how much revenue that item generated.
Provider Invoice Tag Summary tab
Summarizes commissionable gross revenue categorized by invoice tags and providers. Each unique invoice tag combination appears as a separate row. Products without invoice tags are grouped under No Invoice Tag.
Provider Details tab
Lists all invoice line items assigned to a specific provider on closed invoices during the reporting period. Providers are listed alphabetically by last name, and items within each provider group are listed by invoice line item date and time. Note that Dispensing Fee + Unit Price = Total Invoicing.
This tab includes: Invoice Line Item Date/Time, Provider, Product ID, Product Name, Quantity of Item, Account ID, Account Type, Tax Exempt, Client Last Name, Client First Name, Patient ID, Patient Name, Invoice Number, Invoice Tag, Tax Class, Discount Class, Total Tax Amount, Total Discount Amount, Eligible for Commissions, Dispensing Fee, Unit Price, and Total Invoicing.
Warning: Practices that pay providers using Gross Invoicing should create a new invoice for account write-offs and enter the line items being written off with a negative quantity and price. This ensures appropriate invoice revenue totals are reflected for providers.
Frequently asked questions
What is the difference between Gross Invoicing and Collected Invoicing reports?
The Gross Invoicing report shows revenue from invoices closed during the reporting period, including uncollected amounts. The Collected Invoicing report shows only revenue that was actually paid during the reporting period. Choose the report that matches how your practice calculates provider commission.
Why does a provider's Total Invoicing include visits from outside the date range I selected?
The report includes all line items from invoices closed within the reporting period, regardless of when individual line items were added. The invoice close date determines whether an item appears, not the line item date.
Who should I contact if I need access to this report?
Ask your practice administrator to add the analytics_provider_summary_details_invoiced_report permission to your role.
Still need help?
Contact the Instinct support team via live chat or email [email protected].