How to Create a Collections By Provider Report

Related Training
Running the Collections By Provider Report Recorded Class

Sensei Cloud allows you to create a Collections By Provider Report that provides a list of all allocations to providers stemming from payment-based transactions.

The Collections By Provider Report can be created by using the Report Generator (Locations or All Locations > Financials > Report Generator). See How to Use the Report Generator for the detailed report generation procedure.

When generating a Collections By Provider Report, the Reporting Period defaults to last month but can be changed to another date or date range. The report can be sorted in ascending or descending order by provider name. You can choose to report by Acceptance or Transaction date, and group the output by Provider or Location (if accessing the Report Generator from the All Locations tab).

The available columns to include in the report vary based on the report format selection, which can be either Totals and Subtotals or Totals, Subtotals, and Details. Each report format includes the overall payment count and total amount for the defined Reporting Period.

When generated, the selected report outputs are available in the Generated Reports list for viewing, printing, or exporting.

Note: The Transaction Count and Transaction Amount at top of the report always matches the Payments By Type Report for the same period and reporting basis.

In contrast to the Payments By Type Report (which is a list of payment transactions), this report is a listing of allocations made to providers from these payments. The allocation amount is shown per provider, with the quantity omitted deliberately since a payment could have one or many allocations. 

Totals and Subtotals provides a summary breakdown of payment allocations per provider (for payments received during the Reporting Period). Totals, Subtotals, and Details provides a detailed list of allocations (grouped by provider) from each payment that was received during the Reporting Period.

There is a No Provider table at the end of the report which contains all payments that are either unallocated or partially allocated (if the selected report format is Totals, Subtotals, and Details). If the report is generated with a Totals and Subtotals report format, No Provider is instead displayed as a line item at the bottom of each table. Note: Fees might be unallocated on purpose (e.g., fees collected by the practice, fees for a provider that is not paid on collections, etc.), or it might indicate money that should be allocated before the providers are paid.

Note: This report excludes removed transactions for the reporting period. Additionally, if a payment was corrected, the original transaction is not included in the report; only the corrected transaction is included.