Filopto allows for the linking of sales to specific individuals. Once an invoice or item is linked with the appropriate individual a user can track the sales attributed to the person via custom and standard reports.
Tracking Sales at the Invoice Level
The sales attributed to the total Invoice can be tracked via the Invoice field named Provider. By default Filopto will populate this field using the patient Provider on Record field. If no provider is specified in the Patient file, the field will be blank. If a Provider on Record is available it will be the initial value used except if the patient is scheduled with another provider at which time the provider for the appointment will be used.
For tracking and claims purposes users can change the value entered automatically by Filopto by using the drop down button of the Invoice Provider field.
Depending on your jurisdiction and the requirements for claims processing, you may not want to make changes to this field without first considering the impact it may have on the processing of your claims, since this is the field used by the claims processor to submit and attribute the claims to a specific provider for payment. If this is the case you can also track and attribute sales using the Invoice Line Detail screen tracking option.
Tracking Sales at the Line item Detail Level
To track the sales at the line Item detail level Filopto will automatically assign the logon sales person for the invoice and the provider for the Appointment in the Line Item Sales Tracking fields. The two fields available are the Sales Person and Provider fields which allows the user to change the default values entered by Filopto by using the drop down for each field. These two fields are for tracking purposes only. They do not change any aspect of the invoice or claims process.
Reports are available that displays the items and value of the items sold.
