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Scenario: It is the end of the month/day/week, and you wish to do your tidy ups: 1) Log in as administrator 2) Proceed to the Accounting menu. The accounting menu is split into a live section, and an excel section. All reports in the 'Reports' area, will export to excel and generally require a start date and an end date. All other areas within this section are 'live'. That is to say, they are created on the fly, every time you click the mouse and are viewed inside the emma application. Reports: The reports menu is split up into a number of distinct reports, which are exported straight to excel. These are being continually added to. Here is a description of each of the current reports: Each individual installation of emma will have unique sets of reports so do not be concerned if you do not see a report here. Feel free to run a report and see what the result is - reports do not affect the integrity of the data, they only report on it. Aged Debtors: An aged debtors report, identical to the live aged debtors report, but exported to excel for convenient printing. Also features point in time aged debtor reporting allowing you to determine your financial position at any time in the past. Aged Debtors (Individuals) As above, except concentrating on individuals rather than company and insurance relationships. Appointment type breakdown by... Standard statistics as described in the title allowing you to determine this information between the two dates specified. Charges Report A tabulated composite report allowing you to see bonus and charge related information. This is management information and is not to be shown to practitioners. Event Data Appointment related event information between 2 specified dates. Allows you to see who is doing what in the system. Insurance Report A report to find all the invoices (paid/unpaid/both) relating to either an insurance company, company or none or all. Can be thought of as a debt chasing tool and a more detailed aged debtors report. Payment Details A log of all payments taken between two dates in a given location. Designed to be compiled with the z-reports and to be done at end of day. Payments Report A summary report for the above. Practitioner Activity A log of all appointments attended by a particular practitioner. Uninvoiced Charges A quick way of determining if you have charges outstanding on a patients account that have not been invoiced. Very useful debt chasing tool. |