Report For Profit Margin

Updated 11 months ago by Dawn Garand

Shows the sum and breakdown of allow values, retail values, cost values, and profit margin 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
  • Allowable
  • Retail
  • Cost
  • Profit Margin (Allowable - Cost) / Allowable
  • Profit Total (Allowable - Cost)

Group Totals:

  • Allowable
  • Retail
  • Cost
  • Profit Margin
  • Profit Total

Grand Totals:

  • Allowable
  • Retail
  • Cost
  • Profit Margin
  • Profit Total 


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