---
title: "Admission & OPD Month Wise Reports"
description: "The Admission Month Wise and OPD Month Wise MIS reports — one row per encounter, the Name/Mobile/Consultants/Max Date/Revenue/Collection/Balance columns, how the month filter works, and the CSV download."
date: 2026-10-02
lastModified: 2026-10-02
category: "reports"
author: "Dr. Umesh Bilagi"
beta: false
---

## Overview

**Admission Month Wise** and **OPD Month Wise** are the **same report screen** with the encounter type switched. Each lists **one row per encounter** — an admission or an OPD visit — that had voucher activity in the selected month, with the revenue, collection and balance for that encounter.

Despite the "Month Wise" name, this is **not a monthly count and not a month-only total**. It is a per-encounter financial listing for the encounters touched in that month.

## How to open

**Sidebar → MIS Reports** (`/admin/mis-reports`), then the **By Date** card:

- **Admissions Month Wise**
- **OPD Month Wise**

Both open in a new browser tab, pre-set to the current month and year. The direct URL is:

```
/admin/mis-reports/month-wise/encounter-month-wise/0?month=<1-12>&year=<yyyy>&encounter=Admission
```

Substitute `encounter=OPD` for the OPD version.

## Filters

| Field | Notes |
|-------|-------|
| **Month Name** | Dropdown, Jan–Dec. |
| **Year** | Four-digit year. |
| **Get** | Loads the report for the selected month and year (shown as a "Click Here" link). |

## Columns

| Column | What it shows |
|--------|--------------|
| **Name** | The **encounter name** — e.g. `Admission visit Mon Oct 02 2026 Priya Sharma id 1247`. Clicking it opens the encounter's **account print** PDF. |
| **Mobile** | The patient/consignee mobile number, taken from the encounter's ledger details. |
| **Consultants** | The **attending consultant(s)** on the encounter — the participants with role `ATND`, comma-separated when there is more than one. |
| **Max Date** | The **latest voucher date** on the encounter — the date of the most recent invoice, credit note, receipt or payment. Shown in Indian Standard Time. |
| **Revenue** | Total invoiced revenue for the encounter: **Σ invoices − Σ credit notes**. |
| **Collection** | Money received against the encounter: **Σ receipts − Σ payments**. |
| **Balance** | **Revenue − Collection** — the amount still outstanding on that encounter. |

## What the month filter means

The Month + Year filter selects **which encounters appear**, not the date range of the amounts:

- An encounter appears if it has **any voucher dated within the selected month** — an invoice, credit note, receipt or payment.
- Once an encounter appears, its **Revenue, Collection and Balance are totals for the entire encounter** — from its first voucher to its latest, across all months.

So the report answers *"of the admissions/OPD visits active this month, what is each one's total revenue, total collected, and balance?"* — it is **not** a within-month collection figure.

**Example.** A patient admitted on 12 Sep 2026 and discharged on 3 Oct 2026, with payments in both months, appears in the **October** report. Its Revenue, Collection and Balance are the full encounter totals, and **Max Date** is the last voucher date on the encounter.

## Month-wise admission collection and patient details

There is no separate "month-wise admission collection" report — **Admissions Month Wise is that report**. It gives, per admission, the patient name, mobile, consultant(s), latest activity date, revenue, collection and balance, for every admission touched in the selected month.

For a **cash-flow** view of what was actually collected on a single day, use the daily reports instead (see [Reports and MIS](/docs/reports-mis)):

- **Admission Daily Collection** — collections from IPD admissions for one day.
- **Daily Collection** — all collections for one day.

The daily reports give within-day amounts; the Month Wise reports give per-encounter cumulative standing.

## Download

The table has a **download** option that saves the rows on screen as a CSV file (`table.csv`), which opens directly in Excel. The download covers the rows currently shown — one page of up to 1,000 encounters. Use the pagination controls to move between pages.

## Access and permissions

Roles with access: **Admin, Director, Accountant, Receptionist Accountant**.

## FAQ

**Q: Is this a count of admissions?**
A: No. It is a per-encounter listing with revenue, collection and balance. Some earlier documentation described it as a monthly count — that was incorrect.

**Q: Why does a patient admitted in September appear in the October report?**
A: Because there was voucher activity (an invoice, credit note, receipt or payment) on that encounter during October. The month filter matches on **voucher activity**, not the admission date.

**Q: Does the month filter limit the amounts to that month?**
A: No. The amounts are **cumulative for the whole encounter**. Only *which encounters are listed* is month-specific.

**Q: What is "Max Date"?**
A: The latest voucher date on the encounter — when it was last touched financially.

**Q: Can I get the same figures for OPD?**
A: Yes — **OPD Month Wise** is the same report with the encounter type set to OPD.

## Related guides

- [Reports and MIS](/docs/reports-mis) — the full report catalogue
- [IPD Admission](/docs/ipd-admission) — the admission encounter itself
- [Bill Transaction](/docs/bill-transaction) — the invoices, receipts and credit notes behind these columns
- [Doctor Revenue & Expense](/docs/doctor-revenue) — consultant commission on the same encounters