Report For Profit Margin
Updated
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:
- RTS - Sorted By RTS Last Name, First Name
- 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
