Sales Reports Definitions

Report Name	Path	Definition
Billing by Contract Summary	Report > Sales	This report displays the total hours, number of visits, and amounts billed per contract during the selected invoice and visit date ranges. This report may be run for a specific Coordinator, with several grouping options.
Billing by Contract Detail	Report > Sales	This report provides detailed invoice information for the specific invoice or visit date range. This report may also be limited to invoices for a specific Contract, Discipline, and Service Code.
Invoice List Summary	Report > Sales	Summary list of invoices either generated within the specified time frame, or for visits within the specified time frame. This report also can be run for a specific batch, Contract and/or Patient.
Invoice List Detail	report > Sales	Lists all visits within either the specified invoices dates or the specified visit dates. Patient, schedule and invoice information is displayed for each visit.
Unbilled Visit per Contract	Report > Sales	Lists scheduled visits that have not been billed, including scheduled times, and visit time and hours if visit was confirmed. This report may be run for a single contract.
Billing Summary Month to Month	Report > Sales	This report displays a billing summary per month, per contract for the selected year.
Referral Contact	Report > Referral Reports	Displays billed hours summarized by referral person and provides a detail view by referral person of individual visits.
Submission Status Report	Report > Referral Reports	Shows the status of all referrals submitted in the time frame selected.
Referral Intake Stat	Report > Referral Reports	This report shows referral status counts within the selected referral dates. These statistics can be grouped by Referral Source, Referral Contact, Account Manager, or Intake Person. Once the report is generated, the user can dynamically expand each section to see a list of the Referral Names and status.
Billing Summary by Period	Report > Sales	Displays a summary of billed amounts in each period, per contract. This report has the option to select quarter, month, week, 4 weeks, or 2 weeks as the period. If a week option is selected, the report uses the day of the week specified in the To Date filter to define the end of each week. The report displays amounts for mutual Patients separately, but also has an option to display units of service. In addition, the date filters may be used as either Invoice for visit dates.