Group Analysis Report Sample

The Group Analysis Report provides summary bottom-line figures for each financially separate division within your practice and a total of all activity that has transpired.

Tips:

• To see instructions for running the report shown below, see the Group Analysis Report Instructions.

• To see descriptions of the report fields, click More.

   

  Group Analysis Report Fields Tip:  To see more information about a field, click the hyperlink for the field name.
  GROUP NAME	Line 1, Group name Line 2, Group code Line 3 Group professional name
  M-T-D SERVICES	Accumulated dollar amount for services for the group during this period
  M-T-D PAYMENTS	Accumulated dollar amount for payments of group services during this period
  M-T-D ADJ/REF	Accumulated dollar amount for adjustments and refunds for group services during this period
  M-T-D CASES	Total number of cases seen by the group so far this month
  Y-T-D SERVICES	Accumulated dollar amount for group services so far this year
  Y-T-D PAYMENTS	Accumulated dollar amount for payments of group services so far this year
  Y-T-D ADJ/REF	Accumulated dollar amount for refunds and adjustments for group services so far this year
  Y-T-D CASES	Total number of cases seen by the group so far this year
  LAST YEAR END A/R	Outstanding accounts receivable amount for services rendered by group as of the end of last year
  CURRENT A/R	Calculated dollar amount outstanding for services rendered by the group so far this year