Work sequence
Separate purchases and expenses.
Separate purchases that must be received from general expenses. Prepare suppliers, dates, items, and supporting documents to match the work to be inspected.
Check product receipt and remaining balance.
Review the number and status of incoming items. Then check the lot and remaining balance of related products. The admission information must be consistent with what the clinic actually receives.
Review expenses and cost information.
Separate expenses according to recorded items. Then compare with cost of sales and outstanding balance on the summary page. To exclude all types of outgoings into the cost of a single service.
According to incomplete cost information.
The summary page has information on items that do not have costs to edit. Check the incomplete parts before comparing numbers or planning the next round of purchases.
Things that should be checked before continuing work.
Classified purchases and expenses. Product receipt status and cost information that still needs to be examined or added.
Scope of the sample
Check all relevant cost information before comparing or planning a purchase.
Frequently asked questions
What information is required to start checking costs?
Prepare the seller, purchase documents, expense categories. and linking product lists for the team to inspect
Is this example calculating service profit completely?
Example showing inspection of purchases and expenses. Profit analysis requires additional examination of the scope of costs and capabilities available to the clinic.