Summary
This report details all transactions recorded within a specified date range, location, and transaction type. It is designed to include transactions that are set to 'Affect Production' (indicating that the 'Affects Production' option is selected in the Transaction Type setup). This report is not PEDS Specific.
The Production by Date Range report is based on Transaction Date and Provider Assigned.
Transaction Type Setup
To access the Transaction Type Setup to view a Transaction Type setup, navigate to Edit, then Setups, and select Transaction Types. Select the Transaction Type you wish to view the setup for, then click Edit.
The "Affects Production" box MUST be selected in order for the transaction type to be included in any production numbers for reporting purposes.
Steps to Access Production By Date Range Report
Step 1 - Click Reports then select Reports.
Step 2 - Enter the name of the report in the search box; Production by Date Range, or you can click Financial and scroll to find the report.
In the Search box enter Production by Date Range to display the report name without scrolling.
Step 3 - Select the Production by Date Range report and input the desired parameters.
When selecting report parameters, include a Start Date and End Date, at least one Location (Location is Assigned Location, not Posted Location), and at least one Provider.
You may choose to break by Location, Provider, or None.
Then click Preview to display the results.
The Production By Date Range Report, once generated, will display each transaction type that is set to "affect production", the date and time the transaction was posted, the patient name, the responsible party name, the insurance company (if affected) and the amount of the transaction. It will subtotal the numbers for each transaction type by name, amount and location. It will show gross production as well as net production subtotals.
***Tip: If you have Adjustments set to affect production, you may see negative numbers on the report. This report shows Net and Gross production, but if you sum all the columns, the negative and the positive numbers, this will equal Net Production. If you sum columns that are just the positive numbers or charges, with no adjustments or negative numbers, that would give you the Gross Production. Gross production does not take any adjustments into account, while Net Production does.
The results can be broken down by location or provider or no preference.
The final page of the report will give totals for the entire report to include each parameter selected if more than one location was selected.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.