This report is ideal for practices that pay provider commission based on the amount invoiced from closed invoices during the reporting period.
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. The Provider Invoice Tag Summary tab shows the total invoiced per provider per invoice tag combination for products eligible for commissions only.
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 Dispensing Fee – Portion of the total amount (pre-tax and post-discount) attributed to dispensing fees
Total Unit Pricing – Portion of the total amount (pre-tax and post-discount) excluding dispensing fees
Note – If the pre-tax, post-discount amount is negative, then the dispensing fee will be negative (assuming it is non-zero). Also if the pre-tax, post-discount amount is positive and has been edited and reduced below the dispensing fee, then the unit price will be $0 (i.e. the entire line item amount will be treated as the dispensing fee).
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, Total Dispensing Fees, Total Unit Pricing, 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 Invoice Tag Summary
The Provider Invoice Tag Summary summarizes commissionable gross 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 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.
Please note that the Dispensing Fee + Unit Price = Total Invoicing
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
Dispensing Fee
Unit Price
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.