OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
List of Reports
details, or patient details displayed. To create the Production - Location Comparison
report, go to Creating & Printing Custom Reports on page 525.
Notes
• Discounts and adjustments are grouped by financial or production
groups to indicate the amount and percentage of discounts that are
being deducted by the group. To view this information by type (for
example, insurance discount), create the Production, Discount
Register, or Adjustment Register report. For more information on
creating the Production report, go to Production on page 661, for
more information on creating the Discount Register report, go to
Discount Register on page 604, and for more information on creating
the Adjustment Register report, go to Adjustment Register on page
584.
• When creating a report that will display information from a large
period, an hourglass appears and then the report displays before the
entire report has been processed. When a magnifying glass appears,
you will know that the report has finished processing.
• Unapplied Insurance Transfers in the Applied Payment section of the
report are previously unapplied insurance amounts that were
transferred to the patient’s account and applied to open outstanding
balances.
• All Home Office transactions refer to the original fee slip location
where the transactions were recorded.
• Use this report with data that was recorded in OfficeMate, not in a
prior system that was then converted to OfficeMate.
Production - Period Comparison
The Production Period Comparison report is a custom report that lists the production
for the selected period and the year-to-date total amounts grouped by financial or
production report groups. Sales, discounts, adjustments, returns, receipts, and applied
payments are displayed on the report. This report can be consolidated in a summary
view or created with the product group details, product details, or patient details
displayed. To create the Production Period Comparison report, go to Creating &
Printing Custom Reports on page 525.
OfficeMate Home Office User’s Guide 663