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  3. Reports - Business Intelligence Module

Insurance Funds Financial Analysis

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Centaur Software

In this article you will find the following:

    This report is for those who wish to report on the invoiced and discounted services associated with Insurance Companies. 

    To report on groups of items, setup Procedure Classifications. Procedures Classification shows groups of item numbers, for example all items starting with 0 are within the “Items used 000” group. Users can create their own groups too. 

    Run the Report

    1. Click the navigation menu > Management > Reports pages

    2. Group: Business Intelligence Module

    3. Open Insurance Fund Financial Analysis Report

      1. Date: Select the period to base this report on
      2. Location: Select the Location to base this report on, if applicable
      3. Show Summary Only: Tick to show totals only
      4. Insurance Funds: Select the funds to include in the report
      5. Include GST: Tick to show GST where applicable
      6. Group by Procedures: Tick to view the report by procedure classification; this is not available when showing summary only
      7. Procedures (items) Classification: Select the procedure classifications to include in the report
      8. Providers: Select the Provider(s) to include in the report
      9. Show inactive providers as well: Tick to include inactive Providers in the report
      10. Click OK
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    Report Details

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    Insurance Fund

    Shows a list of the insurance funds selected to be reported on. Any non- Payment Solutions link accounts processed in the period will show in the <None> category.

    Provider

    Lists the provider’s selected to be reported on.

    Original Total Invoiced this Period

    Original Total means the item values before any discounts are made. The figures shown are for the selected period.

    Discounted Total Invoiced this Period

    Discounted total means the item values after any discounts are made. The figures shown are for the selected period.

    Disc % this Period

    Calculates the % discount between the 2 values ‘Original Total Invoiced’ and ‘Discounted Total Invoiced’.

    % of Total this Period

    Calculates the % of the fees ($) compared to the overall total.

    YTD Columns

    The calculations are the same as previous columns, however based on the Year to Date.

    Last YTD Columns

    The calculations are the same as previous columns, however based on last Year. (Empty if you are a new D4Web user this year)

     

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