The Income Report details income from FULLY PAID invoices for a date period.
It also details NHS Patient Charges, NHS UDAs and Unexplained payments for a date period set in the filters.
Permissions and views
What practitioners can see on the income reports depends on their permission levels.
Level 2 practitioners can see their own income on the Income Report
Level 2 non-practitioners cannot see the report at all
Level 3 and Level 4 permissions have full access to the report and can choose any practitioner
Income Totals
The Income Report shows totals of FULLY PAID invoices, depending on your filters, ordered by income amount, highest to lowest.
NHS Patient Charges
The income Report shows the total paid in NHS patient charges, depending on your filters.
NHS UDAs
The Income Report shows each NHS contract and the total number of claims, UDAs and amount of income per contract, depending on your filters.
Unexplained Payments
The Income Report gives you the number and total of income remaining unexplained, depending on your filters.
Filters
Set the filters depending upon what you are looking to achieve.
From and Until - date filters for a specific date range
Location, where applicable
Payment Plan - if you want to filter by NHS or Private of your own dental plan. Select from the Dropdown list
Practitioner - select individual practitioner if you want to see how much income from FULLY PAID invoices an individual practitioner has brought into the practice
Sundries - include or exclude
Zero Value Items - include or exclude to see how many zero value items have been invoiced
💡 Top tip: Discrepancies can occur if payments or invoices are not correctly allocated or if they're attributed to a different practitioner by mistake. In such cases, the 'Payment Allocations' report might be a better option as it tracks all allocations made to invoices, including unexplained or unallocated payments, ensuring that no discrepancies occur.