The Reports module provides information that has been queried from the database so that it can be used to view, print, export or send.

Different types of reports are sorted into Groups, displayed on the left side of the screen. As you move down through the Groups, the group expands to display those reports available for that Group.


Many of the reports are date dependent, requiring you to select a date range. For convenience you can select Current Month, Last Month or a Date Range. The output can either be directed to direct to the printer or to the screen (and then the printer if required).

Toolbar

At the top of each report is a range of buttons that you can use to print, export of view the report content.

Descriptions

Each report has a short description explaining the information it gathers and the purpose it could be used for.

 

On This Page:

 

 

 

 

Report schedule

Recommended schedule for production of reports

 DAILY

  • Appointment
    • Appointment financial
  • Financial
    • Receipts
    • Banking
    • EFTPOS
  • Results
    • Overdue results

WEEKLY

  • Patient
    • Invoices 'flagged'
  • Appointment
    • App flagged for notify
  • Financial
    • Statements

MONTHLY

Patient

            Recalls

Recall no-show

Audit

            Audit count

Financial

            Aged debtors

            Financial summary

            Debtor control

            Cashbook control

            Referral summary

            Sales analysis

            Subcontractor accrual

            Credit balance

            Debt write-off

            Credit write-off

            Fees on hold

            Non inventory invoice by Billing Type

           

 

 

 

 

 

 

 

TWO MONTHLY

Financial

            GST Return (New Zealand)

 

QUARTERLY

Financial

            GST Return (Australia)

 

ANNUAL

Financial

            Non inventory invoices by Billing Type