Pulse - Production Category

The following information contains detailed descriptions for the metrics available in the Production category of the Pulse module.

Receipts by Provider

The Receipts by Provider metric shows money that has been received and is the truest measure of money collected by the practice. Monitoring this metric by month allows you to watch for trends, potential warning signs, and can help you plan for slow months. 

• The data displayed is equal to the Total Paid column in the "Receipts by Provider" accounting report. This report can be viewed in Reports > Accounting > Receipts > Report Type = Receipts by Provider > ensure all filters match the filters selected in Pulse. 
• Receipts = every payment added and/or removed from an invoice.
• The data in this metric is based on the date the action occurred. It is not based on the invoice or service date.
• If a practice has encounters or invoices that are not associated with a provider, "No Provider Assigned" displays within the graph. 

Receipts per Exam

The Receipts per Exam metric allow the practice to see the average dollar amount collected per billable encounter (as specified in the denominator). 

• If a practice has encounters or invoices that are not associated with a provider,
  "No Provider Assigned" displays within the graph. 
• Numerator:
  • Receipts = payment added or removed from an invoice.
  • The data in the numerator is based on the date the action occurred. It is not based on the invoice or service date.
• Denominator:
  • Non-canceled encounters that have a CPT code of either 92xxx, 99xxx, S0620, or S0621 (also known as billable encounters), listed in the Coding screen of the encounter.
  • The data in the denominator is based on the encounter start date.

Receipts per Refraction

The Receipts per Refraction metric allows the practice to determine revenue per refraction. 

• If a practice has encounters or invoices that are not associated with a provider, "No Provider Assigned" displays within the graph. 
• Numerator:
  • Receipts = every payment added or removed from an invoice.
  • The data in the numerator is based on the date the action occurred.
• Denominator:
  • Non-canceled encounters that have a CPT code of 92015.
  • The data in the denominator is based on the encounter start date.

Receipts per Total Encounter

The Receipts per Total Encounter allows the practice to see the average dollar amount
collected per encounter (as specified by the denominator). 

• If a practice has encounters or invoices that are not associated with a provider, "No Provider Assigned" displays within the graph. 
• Numerator:
  • Receipts = every payment added or removed from an invoice.
  • The data in the numerator is based on the date the action occurred. It is not based on the invoice or service date.
• Denominator:
  • ALL non-canceled encounters.
  • The date in the denominator is based on the encounter start date.

Sales by Provider

The Sales by Provider metric shows money that has been billed out to patients (or other third parties) minus adjustments of any kind. It should match receipts closely when adjustments are being maintained properly. If there is a large difference between sales and receipts, it may indicate an issue with adjustments being tracked. Example

• The data displayed is equal to the Net column that is found in the "All Sales by Provider" accounting report. This report can be viewed in Reports > Accounting > Sales > Report Type = All Sales by Provider > ensure all filters match the filters selected in Pulse. 
• Total Net Sales = Gross Sales - Discounts + Taxes - Adjustments.
• Gross sales = Every item that is added and/or removed both to and from an invoice.
• Discounts = All discounts that are added and/or removed both to and from an invoice.
• Taxes = All taxes that are associated to items that have been added and/or removed both to and from an invoice.
• Adjustments = Transfers and write-offs that have been added and/or removed both to and from an invoice.
• The data in this metric is based on the date the action occurred. It is not based on the invoice or service date.
• If a practice has invoices that are not associated with a provider, "No Provider Assigned" displays within the graph.