The Purchase Detail Report provides a detailed view of all purchases made within a specified date range. This report is specific to purchases made during that time period—meaning it only shows relevant information for those purchases.

What is a Purchase?

A purchase in the system is a transaction created for an item bought, such as a supplement or treatment.

Filters Available:

You can filter the Purchase Detail report based on the following criteria:

• Providers: You can filter by any clinic provider. This will filter all Purchases by the Provider the Purchase was with. 
• Locations: You can filter by any clinic location. This will filter all Purchases by the Location where the Purchase took place. 
• Supplements: Filter by any clinic supplements and supplies purchased.
• Treatments: Filter by any clinic treatments purchased.
• A/R (Accounts Receivable): Filter by the length of time a purchase has had an unpaid balance, calculated from the purchase date.
• Patient Invoice Status:
  • Unsubmitted: Purchases not yet checked in, no-showed, or canceled will have Patient Invoices with the Unsubmitted status.
  • Submitted: Purchases that have been checked in, no-showed, or canceled will have a Patient Invoice with the Submitted status.
  • Partially Paid: Patient Invoices where a partial patient payment has been made.
  • Paid: Patient Invoices that have been fully paid by the patient.
• Patient Invoice Dispatched:
  • Dispatched: Patient invoices that have been printed or emailed.
  • Undispatched: Invoices that have not yet been printed or emailed.
• Appointment Status (Treatment Purchases):
  • Scheduled: The assocaited appointment has been booked but not Checked in, No-showed, or Canceled.
  • Canceled: The associated appointment has been Canceled.
  • No-Show: The associated appointment has been No-Showed. 
  • Checked-In: The associated appointment has been Checked-In. 

Stats Overview:

• Total Purchases: Number of purchases that took place within the specified date range.
• Total Billed: The total amount billed for all purchases (includes collections, A/R, discounts, and write-offs).
• Total Collected: Amount collected on the purchases within the specified date range.
• Total A/R: Unpaid amount on Purchases within the specified date range.
• Total Discounts: Total discounts applied to purchases within the specified date range. 
• Total Write-Offs: Total amounts written off from purchases within the specified date range.

Column Overview:

• Purchase Date: Date the purchase was made.
• Patient: Patient the purchase was made for.
• Provider: Provider linked to the purchase
• Detail: Describes the treatment or supplement purchased; shows service codes if applicable.
• Purchase Total: Total amount for the purchase after discounts.
• Patient Payments: Amount the patient paid towards the purchase.
• Payor Payments: Payments made by insurance companies toward the purchase.
• Discounts: Discount amount deducted from the purchase.
• Write-Offs: Amount written off from the purchase.
• A/R (Accounts Receivable): Total unpaid amount for the purchase, excluding write-offs and discounts.

This report is crucial for tracking Purchases during the specified time frame and understanding how payments, discounts, and A/R impact those Purchases. For a focused view on compensation, it's recommended to use the Provider Compensation Report, which specifically tracks payments applied within the selected time period for a Provider.

The Posted Payments Report provides a detailed view of all payments that have been posted to a purchase, whether from a payor or patient. This report focuses on the date in which the payment was posted. If a payment is collected, but not posted, it will not appear on this report (but will appear on the Payment Collection report). 

What is a posted payment?

A posted payment is a payment that has been received and then posted/applied to the relevant purchase. (Whereas an un-posted payment would be a payment that has been received but not yet posted, such as a patient credit or an ERA payment that has been received, but not yet posted). 

Filters Available:

You can filter the Posted Payments report based on the following criteria:

• Date Applied Range: filter by the date in which you posted the payment to the relevant purchase. 
• Location: filter by location, if applicable. 
• Clinician: filter by the clinician on the associated purchase.
• Payment Method: filter by payment method (Cash, Check, Credit Card, Credit Transfer, EFT). 
• Payor Type: filter to payor payments, patient payments, or both. 
• Patient: filter to a specific patient. 
• Payor: filter to a specific payor. 
• Reference Number: filter by reference number on an ERA.
• Exclude purchases that fall outside of the applied range: Check this box if you only want to exlcuse purchases from the report if that purchase date falls outside your selected date range. (Example: if you receive and post payment on Jan 1 for a purchase that was from Dec 31. The report will include all relevant purchases by default, but check this box to only include purchases with dates of service inside your selected range). 

Stats Overview: 

• Total Applied: The total payments that have been allocated (posted) to a specific purchase or balance, reducing the outstanding amount.
• Applied Subtotal: The total payments that have been allocated to a specific purchase or balance, less sales tax. 
• Applied Sales Tax: The total amount of sales tax collected in all posted payments for the given filters. 

Column Overview: 

• Applied Date: The date in which the payment was posted to the relevant purchase. 
• Payor: The patient or insurance company who made the payment. 
• Payment Method: The format in which payment was received (Cash, Credit card, etc).
• Applied Subtotal: The payment amount that was posted (not including tax). 
• Applied Tax: The tax amount that is included in the posted payment. 
• Total Applied: The total value of the payment posted, including any sales tax.
• Purchase Date: The date of the purchase to which the payment was applied. 
• Collected Date: The date that the payment was physically received. 
• Ref. No./ERA Details: The payment reference number from the ERA, if applicable. 

This report is helpful for tracking payments as they have been posted to purchase for a closer view of how purchases are being paid. 

The Payment Collection Report provides a detailed view on all payments collected - regardless of if they have been posted to a purchase or not. This report focuses on the date the payment was collected and is designed to provide an easy view of when a payment is expected to appear in your bank account. 

What is a collected payment? 

A collected payment is payment that you have received and documented in ChiroUp. Collected payments include both payments that have been applied (posted) to a purchase and all payments that are unapplied (such as patient credits or unposted ERA payments). 

Filters Available: 

You can filter the Payment Collections report based on the following criteria: 

• Date Collected Range: filter by the date in which the payment was physically collected.
• Payment Method: filter by payment method (Cash, Check, Credit Card, Credit Transfer, EFT). 
• Payment Status: filter by whether the payment is in the Collected, Voided, or Refunded status. 
• Verfied: Filter by whether the payment has been verified (this can be done while viewing the ERA). 
• Payor Type: Filter by patient payments, payor payments, or both. 
• Patient: filter to a specific patient. 
• Payor: filter to a specific payor.
• Reference Number: filter by reference number on an ERA.

Stats Overview: 

• Total Collected: The total collected payments given your specified filters, including all payments— regardless of if the payments have been posted. 
• Total Refunded: The total amount of payments that have been refunded given your specified filters. 
• Total Voided: The total amount of payments that have been voided given your specified filters. 
• Total Cash Payments: The total amount of cash payments that have been received give your specified filters. 
• Total Check Payments: The total amount of check payments that have been received give your specified filters. 
• Total Credit Card Payments: The total amount of credit card payments that have been received give your specified filters. 
• Total EFT Payments: The total amount of EFT payments that have been received give your specified filters. 

Columns Overview: 

• Date Collected: The date in which payment was collected (recorded) in ChiroUp. 
• Payor: The patient or insurance company who made the payment. 
• Collected Amount: The total amount of the payment collected. 
• Applied Amount: The portion of the collected payment that has been applied (posted) to a purchase. 
• Unappled Amount: The portion of the collected payment that has not yet been applied (posted) to a purchase. 
• Ref. No./ERA Details: The payment reference number from the ERA, if applicable. 
• Verified: The date in which the ERA payment was verified, if applicable. 

The Payment Collection report is designed to reflect payments as they would appear in your bank account to aid in balance reconciliation. Batch payments received for ERAs will appear as one payment on this report in accordance to the corresponding remittance date. 

The Provider Compensation Report offers a detailed view of a provider's earnings over a specific date range, based on when payments are applied to purchases associated with that Provider. Compensation rates are set for treatments, supplements, and supplies, with either a default rate or a provider-specific rate applied. 

When a payment is applied to a purchase where a provider and compensation rate are assigned, the provider’s earnings are calculated according to that rate and applied payment amount. This report helps you track each provider's earnings accurately, focusing on payments that have been applied, ensuring compensation reflects real-time allocations.

How to Set Up Compensation Rates:

See the support article here on how to set up compensation rates. It's crucial to complete this setup before your go-live date, as compensation rates will only apply to purchases made after the rates are configured.

Filters Available:

You can filter the Provider Compensation report based on the following criteria:

• Provider: filter by any single clinic provider.
• Date Range: filter by the Date or Date Range; this will filter the report by the Date the payment was applied for compensation. 

Column Overview:

• Patient: Lists the patient from whom compensation is received.
• Applied Date: Indicates the date the Payment was applied to the purchase.
• Payment Amount: Shows the Payment amount applied to the purchase.
• Payment Method: Lists the Payment Method of the Payment applied to the purchase.
• Compensation Amount: Displays the amount the provider will be compensated for, based on the provider/compensation rate combination of the applied payment.
• Product Category: Identifies the type of item the payment was applied to, either Treatment or Supplement/Supply.

Understanding that the Provider Compensation Report is based on the date payments are applied is crucial for accurate tracking of provider earnings. This focus ensures that compensation reflects real-time allocations and aligns with when payments are actually linked to purchases.

The A/R aging report provides a summary of all outstanding balances— including both patient and payor balances. It is designed to give you a high-level overview of your receivable balances and their ages. 

What is A/R aging? 

A/R aging is your Accounts Receivable aging balances. The A/R aging report will show you what patients and payors have outstanding balances and how old those balances are. 

Filters Available: 

• Ower: filter by patient A/R, payor A/R, or both. 
• Days Outstanding: filter by the number of days the balance has been outstanding. 
• Start date: filter by which date you would like to use as the starting date for age calculations

Stats Overview: 

• Patients Top 10 Oustanding Accounts: A doughnut chart visually showing your 10 patients with the highest outstanding balances. 
• Insurance Top 10 Oustanding Accounts: A doughnut chart visually showing your 10 insurance companies with the highest outstanding balances. 
• Total Invoiced: The total amount you have invoiced (charged) for services rendered or supplements/supplies. 
• Total Outstanding: The total amount of your invoiced balances that have yet to be paid. 

Columns Overview: 

• The columns shown on the A/R aging report are split by the aga of the balance (0-30 days, 31-60 days, 61-90 days, 91-120 Days, 120+ Days, and Total) 

The Discount Detail report provides a summary of all clinic discounts that have been applied to any purchase. By default, it shows all discounts applied in the current week. 

To view the Discount Detail report, simply click Discount Detail from the Billing Reporting screen. 

You will see a breakdown of each discount applied within the selected timeframe, including: adjustment (discount) name, adjustment amount, date applied, patient name, item purchased, total before discount, and total after discount. 

Use the filter bars at the top to narrow your search by adjustment (discount), item, date range, and amount. The amount filter allows you to view discounts that are greater than (>), less than (<), or equal to any amount. 

To download and print the report, select the relevant filters and click the Download button. This will download the report as a CSV file.