Best Practice Guidelines: Medical | Dental | Allieds

A Debtor Statistics report allows a user to set up and print a report with certain information regarding specific statistics of the debtor, such as summarised transactions per turnover, cash flow and journals.
The report can be checked on a daily, weekly or monthly basis for good bookkeeping and credit control.

The Code Statistics Report gives an objective description of all the Codes billed in the Practice, presented in a statistical table. The purpose of the Code Statistics Report is to provide the Doctor with Statistics on how many procedure codes, material codes, or consumable codes were billed in a specific time frame. It will also show the Turnover, Cashflow, VAT incl/excl, the total paid by Medical Aid and Private Patients per Code. It is meaningful to see how many patients were treated and what codes were billed the most and paid in full to know if the practice is growing. The Doctor can also determine from the code statistics report if some codes are not paid in full or rejected by Medical Aids to know if they should rather bill an alternative code in the future or switch the code over to a Private/Cash code.

The code report can be used by the practitioner to see which procedure, treatment and consultations were done. The code report will show which items were most often used. The report can assist in making decisions on which treatments or procedures to keep on doing or which should be stopped because of low-income benefits to the practice.

The following information can be viewed on the report:

• Code (tariff or stock code)
• Description or name
• Units billed
• Number of times billed
• Total amount excluding VAT per code 
• Total VAT amount per code 
• The total amount including VAT per code 
• Unit price
• Total of all units billed for all codes
• The total amount billed for all codes (VAT exclusive amount, VAT amount, and VAT inclusive amount).