How to Generate Provider Summary Reports

Related Training
Running the Provider Summary Report Recorded Class

Sensei Cloud allows you to generate Provider Summary Reports, which include summaries of charges, payments, and adjustments associated with each provider on a monthly basis for the selected reporting period. 

For customers migrating from WinOMS to Sensei Cloud, this report correlates with the Transaction Summary report.

Note: Association of payments and adjustments with a provider is based on distributions (for the credit) assigned to the provider (directly or via associated services). See How to Allocate Payments Directly to Providers and How to Configure and Use Applied Payments for more information.

From the Location Tab (or All Locations Tab), select Financials > Provider Summary. The Provider Summary Report is displayed. 

Note: The Provider Summary Report is grouped by Provider by default but can be changed to Location from the Group By setting. 

A table is displayed for each Provider and each table includes rows for the following transactions:

• Charges: All charges
• Patient Payments: All allocations from all payment types except for insurance payments
• Insurance Payments (US): All allocations from insurance payments (Insurance - Check, Insurance - Credit Card, and Insurance - EFT)
• Patient Adjustments: All allocations for discounts and write-offs except contracted insurance write-offs
• Insurance Adjustments (US): All allocations for contracted insurance write-offs

Note: Corrections and removals to these transactions are excluded. 

The totals for each of these transaction types are displayed above the Provider or Location table. The columns consist of each month that is included in the selected date range. 

Note: When grouped by Location, the report includes tables for each practice location (instead of providers) with the same transaction categories and months included in the selected date range.

The Unallocated table at the bottom of the report is for all unapplied payments and adjustments. This section does not include unapplied charges. 

You can use the Filter List to refine the report to fit your needs. The filter options include:

• Date Range: Select a date range for the report. The date range defaults to This Year. You can also change the date basis for the transactions, which is the Acceptance/Service Date by default, but you can select to use the Transaction Date if needed. Be sure to click Save after making your selections.
  Note: The month-to-month accounting is not associated with the dates the distributions were made; the report is based on either the Acceptance/Service Date or Transaction date (whichever is selected).
• Location: This filter is only available if accessing the report from the All Locations Tab. You can multi-select locations to include, and then click Save.
• Providers: The Provider filter defaults to All Providers. You can multi-select providers as needed, and then click Save.
• Hide Inactive Providers: When selected, any inactive Providers are hidden and not included in the report.
• Hide Providers With No Data: When selected, any Providers with no existing data are hidden and not included in the report.
• Group by: Providers | Locations: You can choose whether to group the report by Providers or Location. 
  Note: 
  -- When accessing from a single Location tab and grouping by Location, data from all providers (including unallocated) is consolidated for the location. 
  -- When accessing from the All Locations tab and grouping by Provider, data from all locations is consolidated for each provider. When grouped by Location, data from all providers is consolidated for each location.       

IMPORTANT: You must click Apply Filter after selecting and saving the filter options to apply them to the report.

Tip: Under the Jump To section, you can use the quick links to skip to the data for a particular provider or location (depending on the report grouping settings).  

Printing and Exporting the Report

From the Actions menu, you can select:

• Print Current View to create a printable .PDF document.
• Export Current View to send the report data to a .CSV file.