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  • #31043

    Hi there.
    We would like to run a report that shows a ‘league table’ of total spend for patients – those who have spent more than £5,000 in total.

    When you look at a patient’s finances, it gives you the individual breakdown of invoices and the total spend on the grid, so I am assuming it is possible to call up this information somewhere…

    Can you please help?

    Thank you very much

    #32364
    Support
    Keymaster

    Hi : please follow these instructions :-

    [1] Go to REPORTS AND TEMPLATES
    [2] Click NEW REPORT and select GRID REPORT
    [3] Enter a name for the report (e.g. Patient Total Spend)
    [4] Click the SQL Source tab and copy & paste in this code :-


    select per.id, per.code, per.lastname, per.firstname, per.title,
    per.dob, view_paytotal.total as total_paid
    from per
    inner join view_paytotal on (view_paytotal.per_id=per.id)

    [5] Click OK

    This report simply totals the PAYMENTS received from patients. It doesn’t consider refunds, credit notes or outstanding invoices. To do that would be much more complicated and you’d need to put in a report request to our support team.

    >> those who have spent more than £5,000 in total

    To only show the patients who have spent more than £5000, simply click SEARCH and then enter “>5000” (without the quotes) in the “Total Paid” field on the Search Criteria screen.

    Hope this helps! 🙂

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