The group contains the following reports:
- Details by payment method
- Sales total
- Sales total (with check totals)
- Unpaid bills
- Advances
- Plan/Fact
- Summary of the payment method
- Sales by specialty (detailed)
Details by payment method 
The report can be used for reconciliation of data in the x/z report and when transferring funds to the accounting department. Contains general information on all types of payment at the checkout «Атол»and External Checkout for the selected period:
- for services;
- laboratory orders;
- making prepayments and deposits.
The report takes into account refunds and displays them with a sign«-».
The receipt number is displayed only for cash register operations«Атол». Each transaction has a specified payment source (cash/card/advance payment). Insurance payments are not included in this report. The data is displayed for all branches of the clinic.
Sales total
Contains detailed information on paid invoices at the cash «Атол»Register and the External Cash Register for the selected period:
- for services;
- laboratory orders;
- making prepayments and deposits.
The report takes into account refunds.
If the service is no longer in the price list or its cost has changed, the payment data for the service will not change in the report. Insurance payments are not included in this report. The data in the report is common to all branches.
Sales total (with check totals)
The report can be used for analysis:
- the most demanded and cost-effective services in the category;
- the company's profits for the period;
- the use of cash/non-cash funds when choosing certain services;
- calculating statistics on which services are most often provided in aggregate.
The report contains detailed information on the date/ period, the receipt number, the patient, the doctor and his specialty, the basis of the calculation, the instruments of the cash transaction, the category of services, as well as aggregating the services provided by the receipts. It includes payments for services, laboratory orders, prepayments, deposits at the cash «Атол»desk and External Cash desk, and takes into account refunds. Insurance payments are not included in this report.
The data in the report is common to all branches.
Unpaid bills
The report is used to track patients' debts. All services from receptions and analyses from laboratory orders for the selected period that were completed but not paid for.
Insurance payments are not included in this report.
Advances
The report is useful for tracking the balance of funds on the patient's deposit. It contains transactions with deposits of all patients for the selected period:
- deposits;
- refunds;
- deductions from the deposit to pay for services.
The column «Остаток»shows the total amount of deposits for the External Cash Register and the Cash «Атол»Register. Prepayments and refunds of prepayments for treatment plans are not included in the report. The data is common to all branches.
Plan/Fact
The report is useful for analyzing and comparing planned and actually received income.
Scheduled services - includes all appointments scheduled for the selected period, including cancelled and no-shows, and all services from them.
Completed services — all completed receptions in the status «Выполнен»and all paid services from them. If a refund has been made for the service, it will not be considered completed.
Turnover (plan) is the total cost of all services in the receptions scheduled for the selected period.
Turnover (fact) is the total cost of all paid services in the receptions performed during the selected period.
The percentage of completion is the ratio of the actual turnover to the planned multiplied by 100.
Losses are the total cost of services for all cancelled visits and no–shows for the selected period. It does not include services performed but not paid for.
Laboratory orders are not included in the report, and insurance payments are included. The data in the report is individual for each branch.
Summary of the payment method
The report is useful for analyzing payment methods for services and laboratory orders. It contains the total amounts of payments for each day of the selected period. The amounts are divided by payment method. The report does not include transactions for making or refunding deposits and prepayments for treatment plans. If a refund was made after the payment, the refund amount is deducted from the total amount.
The data in the report is common to all branches. Insurance payments are not included in this report.
Sales by specialty (detailed)
The report allows you to see the number of services performed and their name for all doctors of the chosen specialization. It includes paid services from the receptions performed during the period, including zero-cost services and services paid for by insurance. If the payment was refunded, the service will be deleted from the report. Payment for laboratory orders is not included in this report.
The data in the report is separate for each branch.
