Medical Practice Management Reports

AcuBase Pro comes with dozens of practice management reports to help you keep tabs on all aspects of your practice. Use Patient Balance reports as statements. Check inventory and profit on items sold from the same report. The Reports section of AcuBase Pro will even give you an onscreen snapshot of all patient balances, broken down by amount billed, paid, adjusted, and outstanding balance. Some of our latest reports include:

• Payment Summary (By Date Paid)
  Summarizes payments by the date each payment transaction was made. Also includes amount paid, how it was paid (cash, check, etc.), and which procedures (if any) each payment was applied to.  Grand totals at end of report.
• Payment Summary (By Type)
  Summarizes payments, as above report does, but sorts by type of payment (cash, check, insurance, etc.), then by date.
• Payment Summary (By Patient)
  Summarizes payments, as above two reports do, but sorts in order of patient name, then date.
• Procedure Summary (By Date)
  Lists each procedure billed (in date order), including invoice number, code (CPT), procedure description, price, tax, and total, with sum totals of all procedures at the end of the report.
• Procedure Summary (By Type)
  Lists and summarizes (totals) each procedure, with same fields as above.  But this report is sorted by type of procedure (acupuncture, electroacupuncture, etc.), with subtotals for each, and a grand summary total at the end of the report.
• Procedure Summary (By Patient)
  Summarizes procedures billed in order of patients, then by date, with subtotals for each patient, and a grand total at the end of the report.
• Summary Daily Report
  Shows a summary of invoices for a given billing date, including procedures, products, payments, adjustments, and total amounts outstanding. This report shows subtotals for each provider (AcuBase allows a maximum of three providers using the database), and also has a grand total for all three providers at the end of the report.
• Summary by Date Invoice Printed
  Summarizes each invoice sorted by the date it was last printed. Includes invoice number, invoice date, provider, patient name, invoice totals, adjustments, payments, and balance due (if any), as well as a grand total at the end of the report.
• Detailed Summary of Products Sold
  Including invoice date, number sold, patient name, product, amount of product, price, tax, and total for each sale, with profits and sum totals of all products at the end of the report.
• General Summary of Products Sold (By Product)
  This report lists products alphabetically, and summarizes the number of each product sold, its price before and after taxes, with profits and sum totals of all products listed.
• Transaction Report
  Shows a detailed accounting of each invoice, including procedures and products sold, as well as payments and adjustments, as it relates to each provider. Subtotals by provider, and grand totals for all at the end of the report.
• Inventory Price Lists (By Supplier and By Category)
  Two different reports that show each supplier’s products, including wholesale cost, resale price, and resale price with tax (if any). Sorted either by supplier or by category (formulas, herbs, etc.)
• Product Inventory (By Item Name)
  A general product inventory report may now be run that sorts in order of product name. Previously, product inventory reports only sorted by type of product.
• ...and several others, including aged billing, patient medical billing statements, birthday letters, referral thank you letters, new patient letters, custom letters, mass e-mails, and much more!