OfficeMate Home Office User's Guide - OfficeMate Software Solutions

List of Reports
Chapter 13 Creating & Printing Reports & Statements
Productivity Recap
The Productivity Recap report is a custom report that lists the production for the
selected period between locations. Sales, discounts, adjustments, returns, receipts, and
applied payments are displayed on the report. Results can be grouped by location then
provider or by provider then location. To create the Productivity Recap 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.
672 OfficeMate Home Office User’s Guide