Daily Summary reports give you an quick overview of the money related transactions that occur at your clinic on a daily basis. Right from the treatment procedures performed on each patient, to the invoices raised and the payments received against those invoices, it covers it all. Thus it helps you quickly tally the collections made at your cash register on a daily basis.
An overview of Daily Summary reports
By default, the daily summary report shows the details of payments made by the patients of all the doctors at your clinic. To choose a particular doctor you can click on the dropdown arrow next to the field and select one from the dropdown list that appears.
The Daily Summary report has columns on the following :
Patient name – It lists out the names of the patients who made money related transactions on that particular date. Below the name of each patient you can find a quick overview of the total invoice income, total payment and amount due or advance made by each of them.
Discount – This column lists out the discount availed by the patient for the procedure performed on him or her. If the procedure was not performed on the current date then this column would be left blank.
Mode of payment – This column lists out the mode through which the payment was made such as VISA, MasterCard, NEFT, Cash etc. If the payment was not made on the current date then this column would be left blank.
In addition to this, the daily summary report also gives you a break up of the total amount received through various modes of payment such as VISA, MasterCard, Cash, NEFT etc.