Net Production Detail Daily Report
In Standard Reports, in the Daily section, click Net Production Detail Daily.
The Net Production Detail Daily Report is a true daily report that lists net production by transaction in a specified date range. This report is useful for offices that use accrual accounting. The estimated write-off is reported on the date of service and any variance in that write-off is reported on the insurance payment date as the change from estimate to actual.
- This report is hidden by default because it uses custom logic created to facilitate provider compensation. To show this report see Report Setup: Display Settings.
- To control user access to this report, see Report Setup: Security Permissions.
Report Options
Providers: Select the providers to include, or check All to include all providers, including providers hidden on reports, that have activity (i.e., production) for the reporting period.
Clinics: Select the clinics to include in the report, or check All (includes hidden) to select all clinics.
Today's Date: Automatically populated with the current date for reference. If Today is selected as the Report Type, this will be the reporting period.
Pay Period Date Range: Select the date range of the report. The default is based on the current Pay Period (see: Time Card Setup), if one is set up. Otherwise, it defaults to one week prior to today's date.
- This Period: Reset dates to match current pay period.
- Right/Left arrows: Move back or forward one pay period at a time.
- Click the calendar icons to manually select a date range outside of preset pay periods or type dates manually. Offices without pay periods must use these options to change date ranges. This Period and Arrow buttons are only functional with pay periods.
Report Types:Choose the report type to set a reporting period.
- Date Range: Run the report for a specified date range.
- Today: Run the report for today's date only. The Pay Period Date Range section will be grayed out and the report will be set to only run for the current date.
Report
Technical Details
Type: There are three types that will appear.
- Procedure Completed: Date is based on date completed. UCR is gross production without capitation. OrigEstWO, EstVsActualWO, and Adjustment are zero by default.
- Prod Adjustment: Date is based on the date the adjustment was created (i.e., Date Entry). Bad debt types are not included. OrigEstWO, Adjustment, and NPR are zero by default.
- Claim Received: Date is based on DateSuppReceived column in the database. This date is set automatically when a Claim Procedure is first set to received or supplemental. This date cannot be cleared or updated. UCR, OrigEstWO, and Adjustment are zero by default.
UCR: Gross production by day. Does not take capitation write-offs into account. Procedures attached to a primary and secondary claim will be listed twice. This may cause the gross production values to differ from the Production and Income Reports.
OrigEstWO: Original write-off estimate amount for the procedure's claim, based on the Claim Snapshot.
EstVsActualWO: The difference between the actual write-off and estimated write-off. Calculated by the Claim Snapshot write-off minus the write-off in the Claim Procedure once marked received .
NPR: Net production: UCR - OrigEstWO + EstVsActWO + Adjustment = NPR.