Monthly Reports
End the Month Organized and Ready for the Next Month
- Birthday Report
- Chiro Prospects Report
- Statements
- Total A/R Reports
- Tax Report
- End of Month Collections
- Products Sold Report
- End of Month Collections
- Analytics
Birthday Report
- Running the birthday report is a way to get patient address and phone number information so that you can send out birthday wishes.
- Click on the Reports icon and choose Marketing and Patient List. Use the criteria of birth month and choose the Month. Run the report.
- https://help.healthcoretech.com/a/1761270-birthday-report
Chiro Prospects Report
- Running Chiro Prospect regularly is a great way to keep up with the status of your new patients.
- Click on Report and choose Marketing. Click Prospects Last Month.
- https://help.healthcoretech.com/a/1761282-chiro-prospect-report?token=1gK1LcZTH6v8hg4FdGrq2UVs2CIbwyUC
Patient Statements
- Send patient statements MONTHLY! Keep in mind that you want to have all Carrier payments and ERN's applied, along with running the weekly credits report first, so the patient is paying the correct patient amount.
- Click on billing and choose statements. Keep in mind that the Charge Date Range is activity of payments.
- https://help.healthcoretech.com/a/1566913-statements?token=9O3o2JRz6DfUbiRPCUr_5XRz80vlLcF7
Total A/R & Carrier A/R
- End the month reviewing your accounts and getting the unpaid balances cleaned up.
- Click on Reports and choose Collections. Then click Total A/R
- Do not use any criteria. Run the report
- Total A/R Report - https://help.healthcoretech.com/a/1770047-total-a-r
- Carrier A/R Report - https://help.healthcoretech.com/a/1770073-a-r-by-carrier?token=b-VdeSDD7gDWETsNtj2QNYTomVqt87Gp
Tax Report
- Tax report is used to generate totals for sales tax reporting.
- Click Reports and choose Management. Choose Tax Report - using Last Payment Date to set your time period.
- https://help.healthcoretech.com/a/1761357-tax-report
Collections Report
- This report is your way of balancing bank deposits and for collections accounting.
- Click on Reports and choose Collections. Click the Collections report. For parameters, choose show side fields to select what you want to see in the columns on your report. Criteria choices filter the information. Choose Date, and Type. To filter, put a check mark in the Payment. Run the report.
- Reminder to choose Last Month as the date range for this report, or manually set the date range.
- https://help.healthcoretech.com/a/1761332-collections-report
Products Sold Report
- Keep track of inventory that was sold in the month for ordering and analysis purposes.
- Click on Reports and choose Daily Reports. Choose the Charges report with the criteria of Charge Date for the date range and Item Type = Product.
- https://help.healthcoretech.com/a/1761353-products-sold
Analytics
- The Analytics includes all of the statistics to measure how you are doing toward reaching your goals. Remember that a charge must be entered to calculate visits.
- Click on Analytics
- Running Previous stats shows data through yesterday.
- Running New Stats shows data right this moment.
- Analytics Definitions - https://help.healthcoretech.com/a/1770342-healthsource-analytics-definitions
- https://help.healthcoretech.com/a/1906622-healthsource-analytics
