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When I filter Monthly $ by provider, which provider is Totals for?

Monthly $ provider filter shows the appointment provider from your EHR, not the primary or billing provider

When the Monthly $ statistics report is filtered by Provider, it displays data based on the appointment provider from your EHR. Data is not based on the primary or billing provider from your EHR.

On the Daily $ report, when I filter by provider, what type of provider is the data for?

When the Daily $ statistics report is filtered by Provider, it displays data based on the appointment provider from your EHR. Data is not based on the primary or billing provider from your EHR.

How are the percentages on the Monthly $ and Daily $ reports calculated?

When the (green) section of the report is filtered by case type, the case type dollars are calculated as a percentage of total dollars (orange) section.


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