Best Practice Guidelines: Healthcare Practice Management & POPIA Compliance Framework

Best Practice Guidelines: Healthcare Practice Management

POPIA Compliance Framework




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16. Reports: Roles, Purpose, Dates & Terminology

16.8. Practice Overview Report

The Practice Overview Report is a high-level summary of how your Practice is performing. Use it to quickly see some basic performance metrics for your Practice. 

Overview of the practice transactions for a certain period. The report will also indicate the audit trail for a certain period.

The following information should be on the report detail:

  • Account number
  • Invoice and Capture date
  • Financial period
  • Turnover, Cashflow and Journals
  • Outstanding total, Medical aid and patient outstanding
  • Last user that did a transaction on the debtor's account
  • The Cashbook the receipt was posted into