Financial Summary by Service Code

  • Wilson

    Wilson - 2013-01-14

    Does anyone know how to use this report. I'm only seeing invoices that were created between the to and from dates and also have payments between the to and from dates. Any payments made during that period for invoices created outside the to and from dates does not display. Is this sort of like a CASH report grouped by service code? Thanks.

  • Tony McCormick

    Tony McCormick - 2013-01-14

    Just sounds like a bug to me.  It was written by Rod and updated by Visolve for one of my customers.  Perhaps someone at Visovle would be willing to take a look at it.

    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   1) <?php
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   2) /**
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   3)  * This is a report of Financial Summary by Service Code.
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   4)  *
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   5)  * This is a summary of service code charge/pay/adjust and balance,
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   6)  * with the ability to pick "important" codes to either highlight or
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   7)  * limit to list to. Important codes can be configured in
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   8)  * Administration->Service section by assigning code with
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530   9)  * 'Service Reporting'.
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  10)  *
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  11)  * Copyright (C) 2006-2010 Rod Roark <>
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  12)  *
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  13)  * LICENSE: This program is free software; you can redistribute it and/or
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  14)  * modify it under the terms of the GNU General Public License
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  15)  * as published by the Free Software Foundation; either version 2
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  16)  * of the License, or (at your option) any later version.
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  17)  * This program is distributed in the hope that it will be useful,
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  18)  * but WITHOUT ANY WARRANTY; without even the implied warranty of
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  19)  * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  20)  * GNU General Public License for more details.
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  21)  * You should have received a copy of the GNU General Public License
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  22)  * along with this program. If not, see <>;.
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  23)  *
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  24)  * @package OpenEMR
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  25)  * @author  Visolve
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  26)  * @link
    7b8e0ccc (visolve-openemr 2012-06-18 17:55:35 +0530  27)  */

    Tony / @tonymi2 / @OEMR_org

  • ViSolve

    ViSolve - 2013-01-15

    Hi Wjbaptis/Tony,

    Sure we will have a look on this report. Before that, the purpose of this report is , display the financial summary of  Facility/Provider/particular period (From and To payment date) by grouping the "Service Codes".

    For eg,  You want to know , how much payments made for particular service code in a particular period of time , you can use this report. And you can configure the important codes( administration -> lists -> Service Codes for Financial summary) .

    If any bug is in the  report, Can you point out what is the bug OR any enhancement should be work on ?

    - Visolve

  • Brady Miller

    Brady Miller - 2013-01-15

    Pretty sure the "tagged" service codes are identified in Administration->Services->('Service Reporting' toggled on) (note when hovering over this toggle box get 'Service Code Finance Reporting' title displayed) and are only used as filter when the 'Important Codes' toggle in the report is turne on.

  • Wilson

    Wilson - 2013-01-22

    Thanks everyone.

    @ Ranjith - The issue happens when an invoice is created outside the To and From Payment dates. The report does not pick up that line item. But, if the invoice was created within the To and From Payment dates, the item is shown.

  • Wilson

    Wilson - 2013-01-30

    Morning Ranjith,

    Were you able to reproduce this? Let me know if you need more information. Thanks - Will

  • ViSolve

    ViSolve - 2013-01-31

    Hi Will,

    Thanks for the patience.
    Here the workflow of that report.

    1 . Patient has two visits .(29-1-13,30-1-13)
    2 . In the 29 th visit,patient billed with code1 - price:200 Units:2 -> patient paid -> 400

    3.  In the 30th visit,patient billed with same code1 - price:200 units:4 -> Patient paid > 800

    4. Now in the Financial Summary by Service Code report, if you search that code From : 29-1-13 To : 30-1-13,
       The result should be , Units: 6  Amt Billed: 1200 Paid Amt: 1200 Balance Amt: 0

    5. If you search that code from 30-1-13 To: 31-1-13,
       The result should be , Units: 4  Amt Billed: 800 Paid Amt: 800 Balance Amt: 0

    If this is not expected, let us know whats the expected behavior of that report.?


  • Wilson

    Wilson - 2013-01-31

    Hi Ranjith.

    Thanks for you reply. Your results are correct for your example. Let me modify it a little. Suppose on the 30th encounter, the patient only paid $200 instead of $800. Then, on 1-2-13 (Feb 1, 2013), they paid the additional balance of $600. If I do a search for 1-2-13 to 1-2-13, the report won't pick up the $600. Looks like it's because the search is outside the visit date. Should the report pickup all payments in the search criteria regardless of the visit date? Thanks for any insight. - Will

  • ViSolve

    ViSolve - 2013-01-31

    Hi Will,

    Thanks for Pointing out the Issue. Now i could able to reproduce that issue.
    Will fix this issue ASAP and circulate the same.


  • ViSolve

    ViSolve - 2013-02-01

    Hi Will,

    As per your scenario,

    Suppose on the 30th encounter, the patient only paid $200 instead of $800. Then, on 1-2-13 (Feb 1, 2013), they paid the additional balance of $600. "

    Actually This "From" and  "To"  date meant for DOS.  IF we need the result as you expected, we need to use "Payment Post Date" for this "From" and "To".

    So, If we paid the remaining balance on next visit (using Batch payments), it will paid for initial DOS only. As of now We are not filtering the report by date of payment posting.

    AS per the design, there is no issues (i believe), If  the "Filter Date" needs  to be the "payment Posting Date" , then we can change the filter accordingly.

    Share your suggestions to make this report more efficient !

    Note: while posting the payment / invoice after the visit using "Fee->Payments", pay in to the appropriate visit(old Visit). Else payment will go without proper Code.


  • Wilson

    Wilson - 2013-02-01

    Thanks Ranjith for looking into this. It's a great report. As an enhancement, is it possible to give users an option to group the paid amt by (Month, Quarter, or Year). Sort of like pivot tables using Payment date. As for example, I enter a search date of Jan 01, 2012 to July 31, 2012. Then from a drop down list, I choose to see payments grouped by Month. The report can show additional columns  Jan 2012, Feb 2012, …  with the sum of all payments received during that period. Let me know if you need more clarification. Thanks.

  • Sherwin Gaddis

    Sherwin Gaddis - 2014-12-03

    Hello Tony / Visolve(Ranjith),

    did this feature get updated? If so, is there code posted anywhere?

    • Tony McCormick

      Tony McCormick - 2015-01-05

      No changes have been made to this feature recently.

      Tony McCormick

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