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Billing Summary

  1. Go to Reports > Billing Summary.
  2. The left side of the Billing Summary is “Income Analysis” and the right is “Summary Report”.
  3. In the Income Analysis, the provider can view the overall income of all the practices combined.

  1. In the Summary Report, the provider can view the summary of the Procedures, Charges, Adjustments, Invoices provided, billed & paid for the current ongoing month and the previous month.
  2. By comparing the values of these two months’ data, the result will be shown in percentage based on the positive range if this month’s data is higher than the last period, and the negative range if it is lower.
  3. The summary can not only be viewed based on the Current Month, but also for the current Quarter of the Year and for the current Year too.
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