Detailed Sales Analysis Report
The Detailed Sales Analysis provides a detailed breakdown of prescription sales figures by listing totals for each third party. The data displayed on the Detailed Sales Analysis matches the Condensed Sales Analysis and the Detailed Transaction Summary generated for the same report period.
This report does not include pre-authorized prescriptions. The report only includes prescriptions with a status of either Complete or Amend that have a fill date that falls within the report period. Pre-authorized prescriptions are included once they are authorized and will appear on the report for the date the prescription was filled (not the date it was authorized).
The report can be generated for all prescriptions filled during a period, or it can be generated for prescriptions filled for patients in a specific group. When a group is selected in the report criteria, the name of the group will be shown near the top of the report. The report can also be generated for a custom class.
The report is broken down into four main sections:
- Cash: Displays all prescriptions that have a Cash amount that must be paid by the patient.
- Third Party: Displays each third party that had activity during the specified report period. The third party will be identified by its 2-letter billing code followed by its name.
- Total For Claims: Displays a summary of all individual claims submitted to all of the third parties, as well as to Cash. A single prescription can have multiple claims, as each third party in a prescription's billing code is considered a separate claim.
- Grand Total: Displays the total for all prescriptions submitted for payment during the report period. These values can be reconciled against the accounts receivable totals.
Sample Report
Click on an area in the sample report to see a description of the field.
