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  • #31659

    Hi all
    I would like to produce a report which shows any patient appointments not marked as “Complete”, so either None, Arrived or Patient DNA – so we can double check all appointments are logged correctly, and audit where a payment has not been taken/recorded.

    Then a report showing appointments with no associated payment. So to ask for say 1/10/17 to 31/10/17 all patients without a payment for a session.

    Is that possible and can anyone guide me through that please? Or does that already exist?
    Cheers

    #33800
    Joshua Barrs
    Keymaster

    Hi,

    Thanks for your post, and apologies for the delay in replying.

    The things that you mention can be accomplished already inside ClinicOffice. For your list of appointments that have not been marked as “Completed”, you can use the diary Grid View”“. To switch to grid view, open the diary and click the blue link next to the diary settings button. (Top left) From here you can specify your search for appointments based on their status.

    For the second report, things become a little more tricky, but again the software can handle this. Firstly, payments are not linked to appointments, however, invoices are of course linked, so to track appointments without a payment, we need to track outstanding invoices. As you mention that it would be the “Patients without a payment” that you’re interested in, the best report for this would be the “Outstanding Invoices” report. This will show you all invoices within a date range that you specify that are not paid, and the patient that they belong to.

    Hope this helps!

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