File Number/Client Id columns in reports - not consistent between differing reports

  • 2
  • Problem
  • Updated 2 years ago
  • Solved
  • (Edited)
I am currently trying to create a list of patients in order to send out a snail mail newsletter. I wish to send this out to our higher value clients. I have been able to gather this information by exporting a Billings Report to excel and running the necessary pivot tables.

My problem is that as the billings report does not include addresses, I need to grab these from somewhere else. No problems I thought, I would just use the function Vlookup to grab the addresses from either a Patient list report or Active/Inactive report. This is where the issue is - the Billings Reports uses Client Id as unique identifier and Patient List and Active/Inactive Lists use File No as a unique identifier. Is there away around this? Is it possible to be able to have a common unique identifier across all reports in a future upgrade?
Photo of Mark Caldwell

Mark Caldwell

  • 4 Posts
  • 8 Reply Likes

Posted 3 years ago

  • 2
Photo of Linda Levy

Linda Levy

  • 6 Posts
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Hi Lovely frontdesk team, Is this scheduled for resolution?
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Timothy, Business Care Manager

  • 758 Posts
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Hi Mark and Linda. I think that this fell off the radar for us and we completely agree that this can be improved. We will ensure that this is available in the next update due in the next few weeks. 
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Timothy, Business Care Manager

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Hi all. Thank you again for this feedback. In Front Desk version 17.0.2 we have made the export to Excel function consistent in listing both File Number and Client ID where appropriate. 

More information on this upgrade can be found at: https://community.smartsoft.com.au/smartsoft/topics/front-desk-pre-release-17-0-2