This report is used to summarise services invoiced to patients for you to use when locating work completed within a specified date range. 

Collating information from invoices within a specified date range. The resulting report shows the following:

Running the Invoiced Treatments Report

1. Select Administration - Reports - Invoiced Treatments to display the Print Invoiced Treatments window.
   
2. Select Patients, besides normal selection, you can optionally create or select a query, making it possible for the report to select specific groups of patients as defined in the query.
3. Provider(s), select a provider by means of the button to print the report only for that provider.
   
   • Leave this blank to print an Invoiced Treatments report for the entire practice.
   • Use the Multiple button to select a combination of Providers.
4. Payor(s), select a Payor to report on invoiced treatments for just that payor, leave the field blank to report on all payors, or click the Multiple button to select a combination of Payors for the report.
5. From / To, define the date range for the report.
6. Sort by, select the primary sort order from the drop-down menu (Service Code or Amount).
7. Monthly Breakdown, check this checkbox to produce output broken down by calendar month (First day of the month to last day of the month).

Select Print, Preview, Email or Export (Export produces a file suitable for importing into a spreadsheet application).

The report will provide you with the following information;

• Service code and description
• Total number of items invoiced
• Total Time
• Average time
• Hourly rate
• Average Fee
• Total Fee
• The % of total revenue the invoiced treatments represent
• Service costs (if any)
• Adjustments made to invoices (show as negative amounts)

Tips and Tricks

• If you want to graph trends in elective surgery done over a period, use the Export option to access the data in Microsoft Excel or your preferred Spreadsheet software.
• Caution: Do not use this option if you are reporting across two calendar months; for example if you are reporting on a one-week period that starts in one month and ends in another month.
• In an Invoiced Treatments report where an invoice and its associated resubmission are not both included in the report date range, you may see what appear to be anomalies, such as a negative figure or a zero fee, time, or count.
  For example, you put through a crown one day, but realising your mistake, you put through the correct type of crown the following day. If the two days fall into two reporting periods, the first reporting period will show the first type of crown done, and the second reporting period will show a negative amount for that crown.
  This is because for reporting purposes the resubmissions are counted at the time they are done, not at the time of the original Invoice.
  Also note that Adjustments do not count as resubmissions.

• The Invoiced Work by Owning Dentist report looks at invoices created within a specific time period whereas the Allocated Payments report looks as invoices paid within a specific time period therefore the totals of these two reports will differ from each other. Due to this we do not recommend comparing the reports.