Gross Margin Report

Last updated
Save as PDF

Gross Margin Report – Generated

Pay Rates Calculator>Reports>Gross Margin Report
Reports>Financial>Pay Rates Calculator>Gross Margin Report

With the Gross Margin report, you can analyze the costs for providing patient care based on diagnosis codes, service codes, patients, or age ranges. Only verified visits appear in the report.

Information on the Gross Margin Report


Field Name	Description
Date Range	Start and end date for the report entered on the Define tab.
Gross Margin Min	Minimum gross margin entered on the Define tab.
Gross Margin Max	Maximum gross margin entered on the Define tab.
Patient Based Gross Margin Report
Patient Code	Patient code entered in Patient>General>Basic.
Patient Name	Patient first and last names entered in Patient>General>Basic.
Service Code	Service codes entered in Administration>General>Service Codes/Staff and Service Codes/Contractor.
Billed Amount	Billed amount for the performed services.
Pay Cost	Pay cost for the performed services.
Services	Number of services performed for the patient.
Diagnosis Based Gross Margin Report
Diagnosis	Diagnosis code and description.
Billed Amount	Billed amount for the performed services.
Pay Cost	Pay cost for the performed services.
Services	Number of services performed for the patient.
Patients	Number of patients for whom the service was performed by the selected resource type.
Service Code Based Gross Margin Report
Service Code	Service codes entered in Administration>General>Service Codes/Staff and Service Codes/Contractor.
Description	Description of the service provided by the selected resource type.
Billed Amount	Billed amount for the performed services.
Pay Cost	Pay cost for the performed services.
Services	Number of services performed for the patient.
Patients	Number of patients for whom the service was performed by the selected resource type.
Age Range Based Gross Margin Report
Age Min	The youngest age of the patient in the selected age range group.
Age Max	The oldest age of the patient in the selected age range group.
Billed Amount	Billed amount for the performed services.
Pay Cost	Pay cost for the performed services.
Services	Number of services performed for the patient.
Patients	Number of patients for whom the service was performed by the selected resource type.

Gross Margin Report – Define Tab

Use the Define tab to specify information that you want to include in the report. This tab contains the following common options that you need to complete as appropriate for your agency:


Date Range	Diagnosis Group
Payer	Age Ranges
Service Code	Calculated Gross Margin
Resource Type Criteria	Branch
Optional Selection Criteria	Class
Mode

Generating Gross Margin Report

1.	Go to Pay Rates Calculator>Reports>Gross Margin Report or Reports>Financial>Pay Rates Calculator>Gross Margin Report.

2.	On the Define tab, enter the values in the fields as appropriate. For details, see Gross Margin Report – Define Tab.

3.	Click Preview to generate the report.

If you change the criteria on the Define tab after preview, you should close and then open the Preview tab again to reflect your changes.

4.	If needed, print or save the report in the necessary format.