Why Use This Function:

The Debtor Drilldown Report is a detailed financial Report which gives an overview of all transactions on the system within a specific timespan, on specific accounts, and types of transactions, using specific selected groupings and filters to customise the Report to the information you want to see.

The Contents of This User Manual:

• Report Options
• Movement Summary
• Audit Trail - Transactions
• Audit Trail - Billing Items
• Code Statistics
• Assistant Report

• This user manual will start on the Debtor Drilldown Report, Movement Summary tab. 
  

• For more information regarding how to generate a Debtor Drilldown Report, please refer to the user manual: How to Generate a Debtor Drilldown Report.

Report Options

Additional Options that are available for the Report.

• Click on the Download CSV button to export the Report in a CSV format. 

• Click on the Print PDF button to Print the Report in a PDF format.

• The Custom Filter button is not functional on the Debtor Drilldown Report.

• Click on the Select Columns button to choose the columns that you want to display on the screen. 

• For more information regarding how to Select Columns on Report screens, please refer to the user manual: How to Select Columns on Report Screens.

?Please Note: All Options are available on all the tabs of the Report.

Movement Summary

The Financial Transactions and movements of funds within the Practice.

Audit Trail - Transactions

A chronological record of transactions that relate directly to each Debtor Transaction.

• Click on the Audit Trail - Transactions tab.

• The Audit Trail - Transactions screen will open. 

• Hover over any Transaction to access Debtor options:

• Click on the Call Debtor button to make a VoIP call to the Debtor to follow up on their Account.

• For more information regarding how the VoIP Call works, please refer to the user manual: Making a VoIP Call.

• Click on the Patient button to open the Debtor/Patient file.

• For more information regarding the information on the Debtor/Patient File, please refer to the user manual: How to Create a New Debtor.

• Click on the Invoice button to open the Invoice that is linked to this specific transaction.

• For more information regarding the Invoice screen, please refer to the user manual: The Invoice Screen: Navigating and Use.

• Click on the Account button to open the Debtors Account.

• For more information regarding the Account screen, please refer to the user manual: Navigating and Understanding the Account Details Screen.

Audit Trail - Billing Items

A chronological record of information relating directly to Billing Codes that were billed on a specific Invoice.

• Click on the Audit Trail - Billing Items tab.

• The Audit Trail - Billing Items screen will open. 

Code Statistics

Provides a comprehensive overview of the usage and performance of the various Billing Codes used within the Practice. 
 

• Click on the Code Statistics tab.

• The Code Statistics screen will open.

Assistant Report

An Assistant Report provides a comprehensive overview of all transactions where Assistants were billed, offering detailed insights into the billing associated with Assistants. This report is a crucial tool for managing and analysing the periods during which Assistants provided their services and determining the compensation owed for their contributions.

• Click on the Assistant Report tab.

• The Assistant Report will open.

• For more information regarding the Assistant Report, please refer to the user manual: Navigating the Assistant Report Tab.

?Please Note: In order for the Assistant Report to be generated, you will need to have billed Assistant codes.