userdocs:intro:ch2:reports

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userdocs:intro:ch2:reports [2017/08/15 15:30] – [Clinical Service Reports] jhammonduserdocs:intro:ch2:reports [2017/09/28 14:38] (current) – sslattery
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 There are several reports available to all users that provide information about hospital activity such as patient caseload, sales, and expenses.  These reports are located under the File menu: There are several reports available to all users that provide information about hospital activity such as patient caseload, sales, and expenses.  These reports are located under the File menu:
  
-(show screenshot of file menu with report options highlighted)+{{ userdocs:intro:ch2:a14_menu.jpg }}
  
-==== Clinician Reports ====+===Clinician Reports=== 
 +-----------------------
  
 Clinician reports show activity for a single clinician. Clinician reports show activity for a single clinician.
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-==== Hospital Reports ====+===Hospital Reports=== 
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 Hospital Reports show combined statistics for the entire Hospital. Hospital Reports show combined statistics for the entire Hospital.
  
-  * **Reporting Terms and Definitions** - Definition of accounting and caseload terms used in reports+  * **Reporting Terms and Definitions** - Definition of accounting and caseload terms used in reports.
   * **Hospital Financial Activity by Responsibility Center** - Shows the Gross Sales, Discounts, Adjustments, Net Sales, Expenses, and Margin of all Responsibility Centers for a period of one month or one year (selectable parameter).    * **Hospital Financial Activity by Responsibility Center** - Shows the Gross Sales, Discounts, Adjustments, Net Sales, Expenses, and Margin of all Responsibility Centers for a period of one month or one year (selectable parameter). 
-  * **Large Animal Annual Caseload by Species** - Shows Annual Caseload and Animals Treated, by Species for each year since 1998 +  * **Large Animal Annual Caseload by Species** - Shows Annual Caseload and Animals Treated, by Species for each year since 1998. 
-  * **Small Animal Annual Caseload by Species** - Shows Annual Caseload and Animals Treated, by Species for each year since 1998 +  * **Small Animal Annual Caseload by Species** - Shows Annual Caseload and Animals Treated, by Species for each year since 1998. 
-  * **Monthly Caseload by Species (detailed)**- For a selected Hospital (Large or Small) and a selected Species, the report shows monthly and annual statistics for Visit Caseload, InPatient Caseload, Out-Patient Caseload, Referral Caseload, Animals Treated, and Hospital Days +  * **Monthly Caseload by Species (detailed)**- For a selected Hospital (Large or Small) and a selected Species, the report shows monthly and annual statistics for Visit Caseload, InPatient Caseload, Out-Patient Caseload, Referral Caseload, Animals Treated, and Hospital Days. 
-  * **Large Animal Caseload** - Shows monthly and annual Visit Caseload, In-Patient Caseload, Out-Patient Caseload, Referral Caseload, Staff/Student Caseload, Animals Treated, and Hospital Days for Large Animal Hospital Cases +  * **Large Animal Caseload** - Shows monthly and annual Visit Caseload, In-Patient Caseload, Out-Patient Caseload, Referral Caseload, Staff/Student Caseload, Animals Treated, and Hospital Days for Large Animal Hospital Cases. 
-  * **Small Animal Caseload** - Shows monthly and annual Visit Caseload, In-Patient Caseload, Out-Patient Caseload, Referral Caseload, Staff/Student Caseload, Animals Treated, and Hospital Days for Small Animal Hospital Cases +  * **Small Animal Caseload** - Shows monthly and annual Visit Caseload, In-Patient Caseload, Out-Patient Caseload, Referral Caseload, Staff/Student Caseload, Animals Treated, and Hospital Days for Small Animal Hospital Cases. 
-  * **Supervisor Employee List** - Shows a list of employees that report to a given supervisor +  * **Supervisor Employee List** - Shows a list of employees that report to a given supervisor. 
-  * **Senior Clinician Annual Caseload and Sales** - Shows year-to-date caseload, hospital days, and generated sales for all clinicians for a fiscal year+  * **Senior Clinician Annual Caseload and Sales** - Shows year-to-date caseload, hospital days, and generated sales for all clinicians for a fiscal year.
  
  
-==== Responsibility Center Reports ====+===Responsibility Center Reports=== 
 +-----------------------------------
  
 Responsibility Centers (RC) are the primary entities used by the Hospital to account for sales, income, and revenue.  All charges (on invoices or on account) and expenses are attributable to some RC.  RC's have a 5-digit account number.  RC's are different than Clinical Services and are often (but not always) closely associated with a Clinical Services.  This section shows reports that provide information about a single Responsibility Center's performance. Responsibility Centers (RC) are the primary entities used by the Hospital to account for sales, income, and revenue.  All charges (on invoices or on account) and expenses are attributable to some RC.  RC's have a 5-digit account number.  RC's are different than Clinical Services and are often (but not always) closely associated with a Clinical Services.  This section shows reports that provide information about a single Responsibility Center's performance.
  
-  * **Reporting Terms and Definitions** - Definition of accounting and caseload terms used in reports+  * **Reporting Terms and Definitions** - Definition of accounting and caseload terms used in reports.
   * **Monthly Financial Activity Summary** - This is the main responsibility center activity report.  It shows sales, discounts, adjustments, expenses, and accession caseload for each month for a given fiscal year.   * **Monthly Financial Activity Summary** - This is the main responsibility center activity report.  It shows sales, discounts, adjustments, expenses, and accession caseload for each month for a given fiscal year.
-  * **Gross Sales by Fee and Month** - This report shows monthly quantity and dollar amount of sales for each fee charged by a responsibility center for a given fiscal year+  * **Gross Sales by Fee and Month** - This report shows monthly quantity and dollar amount of sales for each fee charged by a responsibility center for a given fiscal year.
   * **Gross Sales by Month, with chart** - Shows monthly and annual gross sales for a responsibility center.  A line chart is included to identify trends.   * **Gross Sales by Month, with chart** - Shows monthly and annual gross sales for a responsibility center.  A line chart is included to identify trends.
   * **Net income by Month, with chart** - Shows monthly and annual net income for a responsibility center.  A line chart is included to identify trends.   * **Net income by Month, with chart** - Shows monthly and annual net income for a responsibility center.  A line chart is included to identify trends.
   * **Expenses by Month, with chart**- Shows monthly and annual expenses for a responsibility center.  A line chart is included to identify trends.   * **Expenses by Month, with chart**- Shows monthly and annual expenses for a responsibility center.  A line chart is included to identify trends.
  
-==== Clinical Service Reports ====+===Clinical Service Reports=== 
 +------------------------------
  
 Clinical Services manage patients and serve student rotations.  A Clinical Service's role is to admit, manage, discharge patients, and request services from RC's.  Although the primary accounting entity is the RC, Generated Sales Clinical Services manage patients and serve student rotations.  A Clinical Service's role is to admit, manage, discharge patients, and request services from RC's.  Although the primary accounting entity is the RC, Generated Sales
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   * **SA Zoo Medicine Wildlife Caseload and Sales** - Shows monthly and annual wildlife caseload and generated sales. A line chart is included to identify trends.   * **SA Zoo Medicine Wildlife Caseload and Sales** - Shows monthly and annual wildlife caseload and generated sales. A line chart is included to identify trends.
   * **SA Zoo Medicine Non-Wildlife by Species and Breed** - Shows monthly wildlife caseload broken down by species/breed for a given fiscal year.   * **SA Zoo Medicine Non-Wildlife by Species and Breed** - Shows monthly wildlife caseload broken down by species/breed for a given fiscal year.
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  • userdocs/intro/ch2/reports.1502811021.txt.gz
  • Last modified: 2017/08/15 15:30
  • by jhammond