Contract Summary Report
Description
This report shows charges for all Contracts that exist within the specified date range. It is generally run by Practice Managers.
Running the Report
Filters
| Type | Description |
|---|---|
| For Vendor |
This filter allows you to run the report for a specific Vendor. |
| For Management Site |
This filter allows you to run the report for a specific Management Site. |
|
For Lead Provider |
This filter allows you to run the report for a specific Lead Provider. |
|
Group By |
This filter allows you to group the report data by contract type, insurer, clinician or case manager branch. Please note that this filter will change how the totals are displayed. |
|
Restrict By |
This filter allows you to restrict the report data by the following conditions: Date Started, Date Referred, Date Created, Date Completed and Invoiced Amounts. |
| Date Range |
This filter allows you to select a date range for which to run the report. This filter can be used in conjunction with "Set Period To". |
| Set Period to |
This filter allows you to set the date range to a specific Period (e.g. Calendar Year, Financial Year etc...). |
| Include WH Contracts |
This filter allows you to specify whether the WH Contracts should be included in the report data. |
| Include FRP Contracts |
This filter allows you to specify whether the FRP Contracts should be included in the report data. |
| Include Custom Contracts |
This filter allows you to specify whether the Custom Contracts should be included from the report data. |
The Generated Report
Note: This is a sample report only.
