Gentu's financial report shows a comprehensive summary of the amounts invoiced and receipted for the selected period.
On opening the Financial Report tab, you'll be prompted to input details to generate the report. Leaving the Providers field blank will generate a report showing the financials for all providers at the practice.
Hit Generate to view the report.
Clicking the drop down arrow on the left of each record will display further detail.
Note that the transactions shown in grey text are from a period outside of the given date range. These transactions are listed here to provide context, but the amounts are not included in the report totals.
For example, if a patient is invoiced in January and pays their account in February; the financial report for February will not include that patient's invoiced amount in the invoiced total.
You may also note that deposits are not included on the financial report. For financial reporting on deposits, check the Deposits Report instead.
Why can’t I view the Financial Report, but another user can?
Your user may not have the ability to access these files due to the way that User Roles have been configured in your Gentu practice. For more information, see the User Permissions section of this article.
How do I print the Financial Report?
Use Cmd/Ctrl + P to bring up the browser's print window.