SUMMARY:

This report lists, for each practitioner, full details of all Institutional receipts (that is, payments received from institutions such as insurance companies, solicitors and health funds) entered within the period between the 'From:' and 'To:' dates specified below.

REPORT OUTPUT:

For each Institutional receipt, the report details:

Date Receipted: The date on which the receipt was entered;

Receipt Number: The ID of the Receipt within Pracsoft;

Patient Name: The name of the patient whose account was paid;

Invoice Number: The ID of the account that was paid;

Visit Date: The visit date of the account that was paid;

Item No: The MBS item number of the service that was paid for;

Amount: The dollar amount that was paid (GST exclusive); and

GST Paid: The dollar amount of GST that was included in the payment.

 

Totals are provided for each practitioner and for the Practice as a whole.

By default, a separate page will be printed for each practitioner, but you may choose to print this as a summary for the whole Practice, by selecting 'No' where it says 'Page per Doctor'.

DATE SELECTION:

It is recommended that you use Report Date as the Date Selection, as this is a value that cannot be modified, ensuring integrity of the report.  That is, if you print the report for a given date range today, and then print it again in twelve months' time, for the same date range, then the two versions of the report will be identical, no matter what reversals may be applied to the receipt in future reporting periods.  In terms of this report, the term 'Report Date' refers to the date of entry of the receipt.

ADDITIONAL OPTIONS:

The Additional tab, below, includes a number of other options:

Include Adjustments: this option is checked by default, to include adjustment records in the report output.  If you prefer to exclude adjustments, you can click the box to uncheck it.

Item No(s): this option is disabled for this report.

Institution: this option allows you to select a specific institution to report on - if you select a particular institution, then only receipts received from the specified payer will be included in the report.

To Reconcile the Report
Columns on this Report	Reconcile Against Report Columns
Summary of Institutional Receipts Report Grand total of amount Paid + GST Paid	Accounting Summary Report Receipts Issued - Institutions

      

To Generate a Summary of Institutional Receipts Report

Select Reports > All Reports. The Pracsoft Reports window appears.

Within the Report Type section, select Receipts.

Within the Report Name section, select Summary of Institutional Receipts Report.

 

Select the Common tab:

Enter a Date Range for the report

Indicate whether results for each practitioner will be printed on separate pages

Via the Date Selection drop-down menu, indicate in which order you wish the results displayed.

Indicate which practitioner/s and location/s you wish to limit the report to.

 

Select the Additional tab:

Indicate if you wish to compile the report for all institutions or a specific institution via the Institution drop-down list.

 

Click Print when you are ready to proceed.