Report For Equipment Sales

Updated 11 months ago by Dawn Garand

Shows the sum and breakdown of sales for each RTS. Specify the work flow task completed date of Delivered or Billed to use with the date range.

 

Input Parameters:

  • Date Trigger - Determines the meaning of the Start Date & End Date parameters.
    • Billing Date - Use sent to billing task completion date.
    • Delivery Date - Use equipment delivered task completion date.
  • Start Date & End Date - Orders billed or delivered date (depending on the Date Trigger parameter selected) between the Start Date and End Date are shown.

Groups:

  1. RTS - Sorted By RTS Last Name, First Name
  2. Order - Sorted By Patient Last Name, First Name

Details:

  • Patient Name
  • Delivery Date
  • Billing Date
  • Rental Allowable
  • Purchase Allowable
  • Total Allowable

Group Totals:

  • Rental Allowable
  • Purchase Allowable
  • Total Allowable

Grand Totals:

  • Rental Allowable
  • Purchase Allowable
  • Total Allowable


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