What this means for your practice
Agree which event and date each report represents. Reconcile a sample across the dashboard, export and finance process before using totals for business decisions.
An example to discuss with your team
Export a period containing a later correction; confirm the agreed reporting treatment.
What to ask before you choose
Use a sample invoice issued in one month, partially paid in the next and corrected later. Follow it through the dashboard and export with finance. Agree how filters and file versions are identified so someone reviewing the decision later can reproduce the view that informed it.
Explain the event behind each total
An invoice issued during a month and money received during that month answer different questions. A later adjustment can introduce another relevant date. Ask finance to agree how each report should represent those events and ensure the labels make the distinction understandable to readers.
Follow a fictional invoice through issue, partial payment and a later correction. Compare the dashboard and exported file using the same filters. If they differ, explain whether the difference follows the agreed purpose or indicates a fault. Keep the reporting period, included locations and version of the export identifiable so a colleague can reproduce the comparison later. Do not force two legitimate measures to match simply because they appear on the same screen. At handover, ask someone who did not build the report to explain a small sample using the written definitions. The useful result is a set of numbers finance can trace and managers can interpret, with unresolved differences assigned to someone who can investigate them.
How to check the result
Count unexplained differences between approved billing reports.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
Need help with this?
Tell us what is getting in the way. Kay & Co. can help you understand the options and turn the next step into something that works for your practice.
Explore software & apps services or discuss your project.
Try the free Healthcare Digital Planner to find your starting priority.