Entering Providers, Employers, and Schools > Running Provider, Employer, and School Reports

Running the Payment Allocation Report

The Payment Allocation report generates a list of provider income information for a specified time period.

For each provider, the report includes:

• Direct income sources:Direct income is generated when the service provider and production doctor are the same.

• Indirect income sources:Indirect income is generated for the production doctor when the service provider and production doctor are not the same.

• Every transaction

• Plan transactions for collection or collection adjustment information

• All income is calculated by adding the production amounts and charges, adding or subtracting the production adjustments, and adding the tax for production amounts. The total amount of direct income sources is calculated by adding the cash and credit card payments and adding or subtracting the collection adjustments.

Sample Report

To run the Payment Allocation report:

1. Select Reports > Practice Management > Production Reports > Payment Allocation. The Output Options window is displayed.

2. Select an output option and click OK. The Payment Allocation Report Setup window is displayed.

3. Select the production date range from the drop-down lists.

4. Select the identification numbers for the providers to include in the report from the Doctors section.

5. Click OK.

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