Revenue Details Report
The Revenue Details Report is a collection of all invoice items charged to an invoice during the selected reporting period, regardless of whether the visit is checked in or checked out.
The report includes product details (Product ID, Product Name, Category), the associated provider, account, and patient information, and any discount or tax data, along with the total line-item price.
Fields related to taxes and discounts include:
Tax Class: the tax class assigned to the product
Total Tax Amount: the total tax amount for any product with an associated tax class
Discount Class: the discount class assigned to the product
Total Discount Amount: the total discount amount for any product with an associated discount class
Subtotal: the price of the product before taxes and discounts are applied
Total Amount: the total price of the item after taxes and discounts are applied
Note: Totals are rounded to the nearest hundredth (2 decimal places) for tax and discount amounts. Taxes are applied after discount amounts. Rounding may cause small discrepancies in totals if amounts are rounded differently.
Taxes, Non-taxable Sales, and Discounts Report
This report summarizes tax and discount activity for the selected reporting period. It includes a breakdown of non-taxable sales alongside taxable sales.
Non-taxable Sales displays above the Totals row. If there are no non-taxable sales for the reporting period, the Pre-tax Sales column for that row will display $0.00.
The Pre-tax Sales column shows the total pre-tax sales amount for each tax class within the selected reporting period.
Frequently asked questions
Where do I find these reports?
Both reports are in the Analytics section of Instinct EMR. Both reports can be scheduled to be emailed to specific email addresses daily, weekly, or monthly, and can be downloaded to your workstation when you manually generate them.
Does the Revenue Details Report include visits that are still checked in?
Yes. The report includes all invoice items charged during the reporting period, regardless of whether the visit is checked in or checked out.
Why was "Taxable Sales" renamed to "Pre-Tax Sales"?
The column was renamed to more accurately reflect that it shows pre-tax sales amounts, and to avoid confusion, now that a separate Non-taxable Sales row has been added. The way the column is calculated has not changed.
Still need help?
Contact support via live chat or email [email protected].