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

16.9. Doctor Overview Report

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

All transactions that were billed for a certain period per doctor. The discount will be indicated in the report per transaction.

The following information will be on the report detail:

  • Last user who did a transaction on the debtor’s account
  • Nett Turnover
  • Medical outstanding amount
  • Financial period, Capture date and Invoice date
  • Journals
  • Turnover
  • Account number
  • Discount
  • Cashflow