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Add Location and Facility Subtotals to Financial Reports

Reports Impacted:

Reports with the option to Subtotal by Location Codes:

  • Day Sheet
  • Transaction Journal
  • Practice Analysis

The following reports add the new option to Subtotal by Location or/and Facility Codes:

  • Procedure Code Analysis Summary
  • Insurance Charge Analysis
  • Insurance Payment Analysis
  • Insurance Transaction Code Analysis
  • Patient Aging
  • Insurance Aging
  • Service Aging

Selection of Subtotal by Location and/or Facility on Sample Reports:

Following is the selection screen for the Procedure Code Analysis Summary report. Check the boxes next to Subtotal by Location and/or Subtotal by Facility for these subtotals to be included on the requested report.

The selected range, above, produces the following Procedure Code Analysis Summary report with the subtotals highlighted.

View larger Procedure Code Analysis Summary

Here is a sample Insurance Aging Report:

View larger Insurance Aging Report