The following features are accessible by navigating to File > Maintenance & Reports > Practice Analysis tab. If you are looking for information on options in any of the other tabs, please see our Maintenance & Reports Overview article.
Billing vs Income Report:
This is Genie's primary financial report and is the one that should be used for determining providers' pays/dividends. For further details on this report please see our Billing vs Income Report article.
The Item Report will display the number, total value and average fee for either all items, or a selection of item numbers during a specified time period. For details on how to run all three options of this report, please see our article on The Item Report.
Paid on the Day:
This report displays the percentage of income which is actually paid on the day. It may be useful if a discount is offered for payment on the day, in which case you can see if it has had the desired effect.
This displays a breakdown of invoicing by patient type. This is determined by the Account Type selected in the patient's demographics, regardless of how the patient is invoiced (e.g. if the patient is classified as Private, yet they have been invoiced to WorkCover, this will still be calculated under the Patient Type of Private).
Account Holders Report:
This displays a breakdown of billing by account holder and organisations such as WorkCover, health funds, Medicare and Private accounts. The Account Holder is determined by who the invoice is made out to (e.g. if the patient is classified as Private, yet they have been invoiced to WorkCover, this will be calculated against WorkCover).
Sales by Postcode:
Displays sales within a specified postcode range. These can be grouped and exported to Excel if need be.
Aged Debtors Report:
This report shows outstanding debts, subdivided by current, 30, 60 days etc. For instructions on how to utilise this report, please see our article on the Aged Debtors Report.
The GST Report prints an itemised report of all invoiced items which attracted GST in a particular time period. You can create your own QuickReport template for this.
This report will give a breakdown of the number of referrals from each referring doctor in the time period selected.
For instructions on how to utilise this report, please see our article on the Referrals Report.
The Banking Summary records are created when a banking batch is sealed. This summary report details the totals for cash, cheques, EFTPOS etc.
This report allows you to either print or review a report of Assistants' billing and receipts for each surgeon.
Note: This will only display 513xx assistant items. If you use your own custom item numbers you will need to either view the Item Report or use the Quick Report function.
Displays all the billing for every patient of a specified fund. This report can be broken down by provider and/or item number.