Admission & OPD Month Wise Reports

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):

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 — the full report catalogue
IPD Admission — the admission encounter itself
Bill Transaction — the invoices, receipts and credit notes behind these columns
Doctor Revenue & Expense — consultant commission on the same encounters