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Historical Reports

IMPORTANT  This article is only for practices who upgraded from a version prior to Lava, and explains the reporting changes made in the Lava release. 'Historical' reports have been provided for practices who need to report on data prior to their upgrade to Lava or later.

Bp Premier management functionality was changed significantly with the Lava release. Each time an amendment is made to an invoice or payment, an adjustment record is created. The original value of the invoice and service is preserved and the new values are reflected in the adjustment records. New management reports have been created which correctly report on any adjustments.

The management reports module prior to Lava comprised approximately 150 reports. Around 120 of these relate to accounts and payments, with the remainder relating to appointments and patient demographics. Many of the old accounts and payment reports were duplicated to cater for specific requests from practices, resulting in a very long and confusing list to choose from. Some of these old reports use invoice, service, and payment-created dates. Service or payment dates can be backdated, which can cause inaccuracies when these dates are used for reporting.

What do I use the historical reports for?

Because the new reports expect that adjustment records are present for any amended invoices, the new reports cannot accurately reflect the invoices and payments created before the Lava version was installed. Therefore, an alternative set of 'historical' reports have been developed that correspond with the 'old' versions of the management reports but have some improvements. These reports can only be run for dates prior to the date the Lava program update was applied to your system.

This section explains which types of transactions can be accurately reported on and how to reconcile historical reports against the old management reports.

The following historical reports have been provided.

Detailed reports

Summary reports

Services - by Account Type (grouped by service created) - Historical

Services Summary - by Account Type (grouped by service created) - Historical

Services - by Account Type (grouped by item) - Historical

 

Payments - by Account Type (grouped by item) including related services - Historical

Payments Summary - by Account Type (grouped by payment created) - Historical

Payments - by Account Type (grouped by payment created date) including related services - Historical

 

Payments - by Payment Method (grouped by date) including related services - Historical

Payments Summary - by Payment Method (grouped by date) - Historical

Transaction Report (grouped by item) - Historical

 

Transaction Report (grouped by payment created date) - Historical

Transaction Summary Report (grouped by payment created) - Historical

Transaction Report (grouped by service created date) - Historical

 

What do the historical reports show?

  • Services created prior to but either Cancelled or Written off within the reporting period
  • Services created and either Cancelled or Written off within the reporting period
  • Services created within but either Cancelled or Written off after the reporting period
  • Payments created prior to but Cancelled within the reporting period
  • Payments created and Cancelled within the reporting period
  • Payments created within but Cancelled after the reporting period
  • Payments adjusted within the reporting period.

Fee, location, or schedule changes made prior to the Lava program update cannot be correctly reflected on the reports, because the old values were not retained in version 1.8.4.642 and earlier.