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At month end you may owe incentive to ten or twenty doctors. Running a sharing report ten times is slow. This report takes all ticked doctors together and groups the bills under each doctor. The header reads All Doctor Incentive Report.
It counts only finished reports, and it works on money received. A doctor earns nothing on a balance the patient has not paid yet.
On this screen
- Doctor list tick the doctors to include
- From start of the period; To is the end
- Percentage Based one % for all, typed in the box
- Fix % in Doctor Master each doctor's own Incentive %
- Test Setting Based rupees per test from the Doctor master
- OK runs the report for the ticked doctors
- Dr. Incentive the incentive on each bill
- Total Share total incentive for the period
Steps
- Open the report
Go to Reports > All Doctors Incentive Report. - Tick the doctors
Tick names in the left list. Space ticks or unticks the selected rows, so you can select many and press Space once. - Set the period
Set From and To. - Pick the rule
Percentage Based (type the % in its box), Test Setting Based or Fix % in Doctor Master. - Click OK
Nothing happens if no doctor is ticked. The last row of the grid is Totals. - Check one line by hand
Before paying, work out one bill with a calculator. Double-click it to open the bill. - Print or export
Print gives a page grouped by doctor. Excel gives a sheet you can split per doctor.
The three rules
| Rule | Dr. Incentive is |
|---|---|
| Percentage Based | Receipt Amt × the % you typed ÷ 100, rounded to paise. Same % for every ticked doctor. |
| Test Setting Based | The sum of the doctor's rupee share for each test on the bill (Doctor_Share_Amt in Masters > Doctor). A test with no amount adds 0. |
| Fix % in Doctor Master | Receipt Amt × that doctor's own Incentive % ÷ 100. Each doctor gets their own rate. The % box on screen stays visible but is not used. |
The columns
Doctor, dt, Ref No., Lab No., Patient Name, Amount (tests plus extra charges), Discount, Receipt Amt (cash plus card received, as of the last Test Report save), Due, Dr. Incentive and Tests. At the bottom, Total Cost is the money the incentive was worked on and Total Share is the total incentive.
Questions people ask
Why is one doctor's incentive blank?
You chose Fix % in Doctor Master and that doctor's Incentive % is 0 or empty. Fill it in Masters > Doctor.
The incentive is lower than I expected.
The % rules work on money received. Look at the Due column for unpaid amounts.
A patient is missing.
Only finished reports dated in the range are counted. Check the report is saved in Test Report.
Can one doctor get a fixed amount per test?
Yes. Enter it per test in the Doctor master and use Test Setting Based.