The Request Billing Summary Report presents the billing information of requests according to a selected client, location, and payment method over a selected time period.
To access the Request Summary Report , navigate to "Administration > Reports > Billing > Request Summary", as shown below.
The following options will appear on the screen:
- Select the Site from the drop-down list.
- Enter the name of the Client/doctor in the autocomplete drop-down list field, and select the client/doctor from the list.
- Select the Location from the autocomplete drop-down list.
- (If its the payment method, otherwise skip this step) enter the name of the Medical Aid in the autocomplete drop-down list field, and select the medical aid from the list. Click on the down-facing arrow at the bottom of the list field to generate the list if it doesn't show up automatically.
- Select the Payment Method from the drop-down list.
- Enter the "from" and "to" Date range by using the pop-up calendar that appears when clicking on the date fields, or by typing them in with the keyboard.
- Click on "Show".
The following is an example of the report that will appear:
Note: This report can be browsed, printed, and saved to a file format such as PDF, by using the tool bar at the top of the report, as shown below.
At the top of the screen there is also a handy exchange rate converter to quickly convert the billing to another currency of your choosing.
After the billing summary has been generated:
- Enter (copy & paste) the Currency Symbol.
- Enter the Conversion Rate (exchange rate).
- Click on "Update".
Note: World currency symbols and country conversion/exchange rates can be easily found via a quick internet search. Simply highlight and copy a (unicode) currency symbol found on a website (or saved document) and paste it into the Currency Symbol field.