ops/set up credit sales report

[chris-dare]

Tell us about your request! Finance team needs a report of credit sales. It lists lists paid by corporate or insurance payment methods for a given period of time

Which app does this concern? Provider portal

What will be benefit of this feature? Finance team can reconcial credit payment. Sales and marketing team can monitor trends and make strategic decisons leading to revenue growth or preventing revenue loss

Describe the solution you'd like Create a report via metabase. The report will be tabular and contain the following fields:

1. patient bill id
2. patient name
3. patient mr number
4. service or product name
5. service category
6. payer name
7. unit price
8. quantity
9. gross
10. patient contribution
11. net payable
12. currency
13. bill date
14. primary performer (practitioner)
15. cashier

The report will also have the following filters:

1. Cashier
2. Bill date range filter
3. Service category
4. Payer

Describe alternatives you've considered Claims report can be used for this purpose

Additional context N/A

[chris-dare]

Closing. Same as claims report