Generating the Front Office Patient Order Summary Report

The Front Office Patient Order Summary Report provides a summary of all transactions for individual orders, grouped by provider. Orders are listed by order date and patient name. Transaction information includes the retail price, sales tax, customer amount, primary and secondary insurance allowances, as well as adjustment and return amounts. Also included are the patient outstanding balance, insurance uncovered balance, and the current patient balance. Totals are shown for each provider, each office, and the entire report.

Use this report to see your total outstanding patient receivable amount for the selected time period, and to get an accurate view of your total retail sales and taxes paid.

Information on this report prints based on the order date. Order information includes all transactions for the order, even if the transactions occurred outside the date range selected for the report.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Front Office Patient Order Summary.
  4. Select the order date criteria.
    • Select By Date Range to enter a date range to print, or select dates from the calendar.
    • Select By Month & Year and enter the month and year, or click the Calendar button to select the date.
  5. Select one or more Office(s) to include on the report.
  6. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.
Field Definition
Customer Amount Sales - Net Insurance Receivables + Tax
Primary Insurance Allowance Amount in primary insurance allowance column during pricing
Secondary Insurance Allowance Amount in secondary insurance allowance column during pricing
Applied Patient Payments Patient payment from front office + payments towards outstanding insurance patient balance - patient refunds
Patient Adj The amount of price adjustments that were made to the order after being invoiced and either refunded or credited to the patient's account
Patient Return Amount of full or partial item returns
Patient Outstanding Balance The amount still owed by the patient
Insurance Uncovered Balance Any insurance balance that has been transferred to the patient from Billing
Current Patient Balance Patient Outstanding Balance + Insurance Uncovered Balance