Reports (Web App)

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.

• The contents of this user manual will consist of the following information:
• Report Options
• Columns

• This user manual will start on the Reports screen.

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

• Generate a Debtor Drilldown Report for the period that you want to see your Assistants' data. 

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

• Double-click on the Debtor Drilldown Report that you have just generated.

• The Report will open. 

• For more information regarding the Debtor Drilldown Report, please refer to the user manual: Navigating and Understanding the Debtor Drilldown Report.

• Click on the Assistant Report tab.

• The Assistant Report will open.

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 available 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.

Columns

All the information on the Assistant Report screen is divided into Columns to logically group related information together.

• Transaction Type: The specific classification of the Transaction.
• Debtor: The Surname, Initial and Title of the account holder where the Assistant was billed. 
• Treating Practitioner: The details of the Practitioner that the Assistant helped.
• Assist. Practitioner: The details of the Assistant.
• Patient: The name and surname of the Patient.
• File No.: The unique identifier of the account holder's electronic file.
• Acc.No.: The unique identifier of the Patient's account.
• Trans.Date: The date that the transaction was posted to the system.
• Source Doc.: The unique identifier of the original document from which the information is obtained.
• Document No.: A unique identifier assigned to the Invoice, where the Assistant transaction was posted. 
• Item Code: The billing code used to bill the Assistant.
• Description: A detailed explanation of the code that was billed.
• Service Centre: The location where the procedure took place.
• Amount(Excl): The amount that was billed excluding value-added tax.
• VAT: The amount of value-added tax that is added.
• Amount(Incl): The total amount billed including value-added tax.

Please Note: The total will display beneath all the transactions on the report advising the total amount owed to the Assistant for the procedures they assisted on.

Please Note: Columns can be dragged and dropped into the order in which you prefer the data on the report to display.