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Sections in a Detailed Hospital Sales Report.

There exist multiple variants of comprehensive hospital sales reports, each encompassing identical sections.

Header Section

In its default configuration, this section features prominent, bold text that spells out the company’s name and address. There is a system setting which when toggled replaces the default text with a pre-selected image in the header. This header image can either span the full width across the top of each page or be displayed with a limited width within the same section on each page.

Title Section

This section signifies the report type and the time frame it encompasses.

Assets Summary Table

This section lists all unique General ledger accounts, classified as Assets, whose balances were increased during the different sales transactions included in that particular report.

Consider a sales report which lists transactions in which the total Cash received was USD $200.00. In such a report, the Assets Summary table would include a row corresponding to the increase in USD cash, which is an asset. This asset would be labelled as [ 11110 ] - Cash (USD). The number 11110, enclosed in square brackets, represents the system account number for the Cash (USD) general ledger account. Every general ledger account has a unique account number.

Besides cash and bank account general ledger accounts (which we have already established as assets), another type of asset that is subject to increase during sales is accounts receivables (abbreviated as AR). These debts are assets because they have probably future benefit to the company when the debtor finally honors them and pays. Paperless divides accounts receivables into 4 main sections:

  • Corporates (AR) - There are accounts receivables in which the debtors are corporates (i.e. other businesses).
  • Corporates (AR) - There are accounts receivables in which the debtors are individual customers.
  • Patients (AR) - There are accounts receivables in which the debtors are individual patients. For an explanation on the differences' between customers and patients, click here.
  • Medical aid (AR) - These are medical aid societies. For this type of AR they are subdivided into the separate medical aid societies. At the time of writing 

Another type of transaction included in a sales report is claims. Each medical aid society group has a specific general ledger account. For each medical aid society, the total amount of claims is presented as a row in the Assets Summary table. For instance, one might see a row labeled [ 11330.09 ] - (AR) Cimas. AR stands for Accounts Receivable, which are assets that are neither cash nor bank transfers, but rather are debts accrued and payable to the practice in due course. In addition to AR accounts for medical aid societies, there is an AR account for Patients and a separate AR account for Corporates. Each row in the Assets Summary table section corresponds to a unique General Ledger Account.

Events Table

This table enumerates the various events recorded within the specified time range. Events encompass consultations, billable items, and any discounts associated with those transactions. These events are listed chronologically based on the different transactions executed during the time period.

Each section of the report fulfills a specific purpose, and collectively, they offer a comprehensive overview of hospital sales transactions and asset appreciation during the specified week. This detailed breakdown facilitates a clear and concise understanding of the financial transactions related to hospital operations over this period.

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