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.
  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
  7. 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.