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H. Profit Report

H. Profit Report

 

 

 

BestRx Video Password: bestrx310

The Profit Report is commonly used to review prescription-level profitability by comparing reimbursement (insurance + copay) against acquisition costs, helping pharmacies identify underpaid claims, evaluate margins, and support financial analysis.

It is also used to analyze payment mix (cash vs insurance), investigate discrepancies in reimbursement or profit calculations, and support internal audits or reporting needs.

  • Compare reimbursement vs acquisition cost to determine profit per prescription

  • Analyze overall pharmacy profitability and profit/loss over a selected date range

  • Review prescription mix by payment type (cash vs insurance) using the Summary tab

  • Identify reimbursement discrepancies and investigate underpaid claims

  • Support internal audits and financial reporting requirements

  • Evaluate financial performance across prescriptions, plans, patients, prescribers, or drugs

  • No filter available for specific subsets such as controlled substances (requires dev request)

  • Limited ability to group or categorize insurance plans (e.g., private vs Medicaid)

  • Not designed for certain analytics (e.g., ranking highest revenue drugs by amount)

  • Dependent on accurate acquisition cost (ACQ) data from drug file or EDI

  • Results can vary across different BestRx versions if not aligned

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Profit Report

The report provides visibility into prescription-level financial performance by allowing users to review profit and loss, analyze profitability for individual prescriptions, and identify trends over time using customizable line or bar charts (daily or monthly), while filtering data to isolate and evaluate financial performance across specific patients, prescribers, drugs, plans, facilities, or diagnosis codes.

To access the Profit Report screen, click on Report H. Profit Report.

profit report.png

Profit Report Filters

  • Search Using: Fill Date, Rx Number, or Rx # + Fill Date

  • Date Range: From/To

  • Plan: Insurance plan filter

  • Patient: Specific patient filter

  • Prescriber: Specific prescriber filter

  • Drug: Specific drug filter

  • Statuses to Display: Paid-Cash, Transmitted, Paid-By Insurance

  • Nursing Home: Nursing home filter

  • Diagnosis Code: Diagnosis code filter

  • Drug Type: Brand & Generic, Brand Only, Generic Only

  • 340B Drug: Yes/No

  • MFP: Yes/No

  • Chart Type: Line or Bar

  • Chart View: Daily or Monthly

When the report is generated based on the selected criteria, it is displayed across three tabs: Details (shows all report data), Summary (provides a breakdown by Rx type), and Chart (displays a visual based on the selected filters). The report can be sorted at any time by clicking the desired column header.

Profit Report - Summary

profit report summary.png

Profit Report - Chart

profit report chart.png

Printing

To print, select Print for the Details tab or Print Summary for the Summary tab, or press Enter when the button is highlighted.

To export the report, select Export Data or press Enter when highlighted. Export to Excel requires a full version of Microsoft Excel; if using Office Starter or a third-party version, export as a CSV file instead.

profit report export.png

To clear the report results, select Cancel or press Enter when the button is highlighted.

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