In Instinct EMR, the Provider Production dashboard in Analytics shows how much revenue each provider generates, either as gross invoicing (based on the date an invoice is closed) or as collected invoicing (based on the date payments are received). The dashboard has six tabs: Gross Summary, Gross by Invoice Tag, Gross Detail, Collected Summary, Collected by Invoice Tag, and Collected Detail. Use these tabs to review provider production and calculate commissions.
Note: The Gross Invoicing tabs include data from closed invoices that contain line items and calculate revenue based on the invoice's closed date. The Collected Invoicing tabs calculate revenue based on the date payments were received. Both sets of tabs exclude voided line items and reopened invoices. |
Before you begin
Staff with the analytics_dashboard_provider_production permission assigned to their role can access this dashboard in Analytics.
Choose between Gross and Collected Invoicing tabs
Use the Gross Invoicing tabs to see revenue as of the date an invoice was closed.
Use the Collected Invoicing tabs to see what each provider has actually collected as of the date payments were received.
Each set of tabs offers the same Summary, Invoice Tag, and Details views, with the same date range filtering and flexibility.
For help deciding which method fits your practice's commission process, see Choosing a Provider Commission Reporting Method. To understand how invoice status affects each report, see How Open and Closed Invoices Affect Analytics Reports.
Gross Invoicing tabs
Tab 1: Gross Summary
The Gross Invoicing Summary tab offers a high-level view of each provider's financial performance, designed to support commission calculations and productivity tracking. It displays these metrics:
Total Gross Invoicing: pre-tax, post-discount revenue
Visit Count: number of closed invoices
Average Invoice Amount
% of Total Practice Invoicing: each provider's contribution to overall revenue
Total Eligible Amount: gross production included in commissions
Total Exempt Amount: revenue excluded from commissions
Total Dispensing Fees: total revenue of dispensing fees
Total Unit Pricing: total revenue by unit pricing
Total Unit Pricing + Total Dispensing Fees = Total Gross Invoicing
Tip: Use this tab as the primary reference for how much revenue each provider generated, what portion qualifies for commission, and how each provider contributes to the practice's overall revenue. |
Tab 2: Gross by Invoice Tag
The Gross Invoicing by Invoice Tag tab breaks down gross revenue by both provider and invoice tag, showing which categories generate the most revenue and which providers drive that revenue. Use this tab to identify invoice tags that are overperforming or underperforming and to compare provider performance across tags.
Tab 3: Gross Detail (line item level)
The Gross Invoicing Details tab offers a line-by-line view of invoice data, the most granular level in the dashboard. Each entry includes:
Line Item Label
Quantity
Provider ID
Provider/Doctor
Net Total ($)
Initial AR ($)
Taxes Payable ($)
Discount Amount ($)
Invoiced At
Invoice Type
Invoice Tags
Invoice Closed At
Patient ID
Patient Name
Account ID
Account Name
Tax Exempt
Account Types
Product ID
Product Name
Controlled Substance?
Fixed Price ($)
Unit Price ($)
Dispensing Fee ($)
Excluded from Discounts
Excluded from Commissions
Unit Cost ($)
Is Non-billable
Filter or sort by any column to locate specific products or dates, and export results to CSV or Excel for offline analysis.
Collected Invoicing tabs
The three Collected Invoicing tabs appear next to the Gross Invoicing tabs and show what each provider has collected, based on the date payments were received.
Tab 4: Collected Summary
The Collected Summary tab displays a Collected Invoicing by Provider table for the selected date range. Filter by Provider/Doctor Name or Provider/Doctor Username. The table includes these columns:
Provider/Doctor Name and Provider/Doctor Username
Visit Count: number of visits with collected payments
Total Collected ($): total amount collected for the provider
% of Total Collected: each provider's share of practice collections
Avg Collected per Visit ($)
Total Exempt Amount ($): collected amount excluded from commissions
Total Eligible Amount ($): collected amount included in commissions
Tip: Use this tab to see how much each provider has collected and what portion of those collections qualifies for commission. |
Tab 5: Collected by Invoice Tag
The Collected by Invoice Tag tab shows which service categories your collected revenue comes from. The table lists Invoice Tag labels with their Total Collected ($).
Filter by Date Period, Invoice Close Date, Excluded from Commissions?, Provider/Doctor Name, Invoice Tag, and Provider/Doctor Username to compare collections across tags and providers.
Tab 6: Collected Detail (line item level)
The Collected Detail tab shows every collected line item, including the amount collected and the payment date. Columns include:
Event Date
Line Item Label
Total Invoicing Collected ($)
Currency
Excluded from Commissions?
Provider/Doctor Name and Provider/Doctor Username
Product ID and Product Name
Invoiced At
Invoice #
Invoice Closed At
Invoice Tags
Discount Class
Patient ID
Patient Name
Account ID
Account Name
Account Types
Tax Exempt
Filter by Date Period, Invoice Close Date, Excluded from Commissions?, Product Name, Product ID, Line Item Label, Invoice Tag, Provider/Doctor Name, and Provider/Doctor Username. Sort by any column, then export results or payroll.
Export Collected Invoicing details for payroll
Go to Analytics → Dashboards → Provider Production.
Select the Collected Detail tab.
Set the date range, then filter by provider if needed.
Choose the Export icon in the top right of the page to download the dashboard as a PDF, or select the three dots within the Collected Detail results table to download the dashboard as a CSV, XLSX, or JSON file.
Frequently asked questions
What date do the Collected Invoicing tabs use?
The Collected Invoicing tabs use the date each payment was received. The Gross Invoicing tabs use the invoice's closed date.
Can I see eligible and exempt amounts on the Collected tabs?
Yes. The Collected Invoicing Summary tab displays eligible and exempt amounts, and the Collected Invoicing by Invoice Tag tab lets you filter by commission eligibility.
Still need help?
Contact support via live chat or email [email protected].