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obaidasif
Level 1

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

 
8 Comments 8
JoesemM
Moderator

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

Hello there, @obaidasif.

 

I'm here to share information about your concern in QuickBooks Desktop.

 

If your client is running a clinic with Beds, you can use a Service Item namely "Bed Daily Rate or Beds Daily. So when you have a patient to invoice for their daily rate, you can quantify by day and provide how much per day.

 

However, if you're tracking Beds Availablity then you can use Inventory Type Item with the same name for example, and provide each Bed their own Inventory Item name.

 

To create a new item, here's how:

 

  1. Go to the Lists menu.
  2. Select Item List.
  3. Click the Item drop-down menu and select New.
  4. Select Service from the drop-down arrow as the item type.
  5. Enter Bed Daily Rate or Beds Daily as the item name under the Item Name/Number field.
  6. Then choose an income account from the Account drop-down arrow (you can talk with your accountant on the right income account to choose).
  7. Once done, click OK.

For more information, see this article: Add, edit, and delete items. It also provides other helpful articles that can help you in the future.

 

I'm here to help if you have other questions about QuickBooks Desktop. Have a good one.

obaidasif
Level 1

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

So let me clarify further, basically there is a small hospital client I have that has 163 beds available and in any given month there are so many days (31 days is the max). So the max capacity is therefore 163 beds x 31 days = 5053 patient days. I have attached the actual amount of units they had in each month per agency below.

 

What I am trying to accomplish is the rate per month for each revenue and expense account. So in the month of January if the revenue was $900,000, and the total days was 4802 the per patient revenue was $187.42 per day. 

 

The expense accounts would similarly be divided by this 4802 amount as well. Each month would have different patient days figure. An accumulated year end totals would take the sum of days and the sum of revenues/expenses and simply divide for a per unit cost. 

 

Census Days.jpg

MaryLandT
Moderator

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

Hi there and thank you for the screenshot, obaidasif,

 

 

I can clear things out for you. The unit of measure (U/M) in QuickBooks Desktop can only handle one unit of measure for each item. Hence, you're unable to have 2 types of unit.

 

I've got an article to help you assign a U/M: Use single and multiple units of measure for items. It provides detailed steps on how to use this feature and if ever you need to change the setup.

 

Keep me posted if you have follow-up questions. I'm always right here to help.

obaidasif
Level 1

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

This link does not help, can you please explain in detail how I can set this up? 

CharleneMaeF
QuickBooks Team

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

I'll be glad to provide you the detailed steps on how you can use single and multiple units of measure for items, @obaidasif.
 
If you haven't turned on this feature yet, then you can follow these steps on how:
  1. Go to the Edit menu, then select Preferences. 
  2. Choose Items & Inventory, then go to the Company Preferences tab.
  3. In the Unit of Measure box, click the Enable button. This button will not be present if the feature is already enabled.
  4. Select which unit of measure mode is right for your business.
  5. If the Begin defining units of measure checkbox is selected, complete the wizard, then select Finish.
  6. Click OK.

 

Once done, you can start adding a unit measure of the set. Here's how:
  1. Go to the Lists menu, then select U/M Set List
  2. From the U/M Set drop-down, select New.
  3. Complete the Unit of Measure wizard. If you need help at any point, select Help.
Please take note that after a Unit of Measure is added, it can no longer be deleted.
 
Also, there are two units of measure modes in QuickBooks; Single U/M Per Item and Multiple U/M Per Item. The way to change a unit of measure depends on which of these modes is currently selected. To see which unit of measure mode is currently selected, we can follow these steps: 
 
  1. Go to the Edit menu, then click Preferences.
  2. Select Items & Inventory, then go to the Company Preferences tab.
  3. Check the Unit of Measure section.

 

To know more about the function of these modes, you can check out this article: When to use Single U/M per item or multiple U/M per item in QBDT.
 
I'm only a few clicks away if you have any other questions. Take care!
obaidasif
Level 1

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

This is not detailed information, this is a copy and paste of the same article your colleague posted. I need a step by step walk through specifically for my question. 

katherinejoyceO
QuickBooks Team

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

Thanks for actively responding, @obaidasif. I've read your post from the start to make sure I'm able to grasp the details of your concern. 

 

QuickBooks can only determine the total monthly sales based on the total number of days and beds used per month if you have a specific rate per bed, not the other way around as the total number of days varies each month. 

 

Hence, what you're trying to accomplish isn't possible as QuickBooks unable to use the unit of measure to determine your monthly sales. I'd suggest you consult an accountant if you want to use this method to make sure your books are accurate. 

 

As a workaround, I'd recommend you set a specific rate per bed instead. Then, create the service item by following the steps shared by my peer, @JoesemM.

 

For future reference, you can run the Sales by Item Detail report to know where your business stands. Read through this article: Customize reports in QuickBooks Desktop. It helps you learn about how to use filters to personalize the report according to your business needs. 

 

Feel free to post again if there's something you'd like to ask. I'm always around to help.

obaidasif
Level 1

A client has a patient days per month based how many beds (163 max) x days (31 max) in a month 4802 patients/163 beds means 29 units How do I input this unit of measure?

Is there anyway we can input days per month and apply this rate to apply to a month? For example, if the patient days rate we set for January were 4,802 and revenue in the month of January was $9,000,000, expenses $500,000 the calculation should be 9000000/4802 = $187.42 revenue/patient days and 5000000/4802= $104.12 expense/patient day. 

 

We are inserting a "days" amount for each of the 12 months separately. Is this possible? If so, please explain in detail how to do this? 

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