Q1. It has been bought to my attention that the Practice Summary report and the Key Performance Indicators report show Invoice totals in different ways. The Practice Summary counts invoice line items that do not have a patient recorded in the OTC column.  The KPI report counts invoice totals irrespective of whether some line items have no patient specified.

Although the explanatory text documents this behaviour, I was asked why the totals differed.

Should any changes be made to make things clearer? [My vote is No.]

Q2. The KPI report shows total payments and refunds.  If a correction is made by reversing a payment then the erroneous payment and its refund will have their hidden flags set so that they do not show on the customer's statement.

Should the KPI report be modified to not count hidden transactions? [My vote is Yes.]

As an example, if in a period we had a total of $1000 in payments and one of $100 which has been reversed and the correct version re-entered, the existing KPI would show payments of $1100, and refunds of $100.  If the report is modified to ignore hidden transactions, then the payments would show as $1000 and the refunds as $0.

It is probably also worth displaying a 'corrections' amount - being the total of the hidden payments.

Comments please.   Regards, Tim G