Filter Reports by Fee Category

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  • Updated 6 months ago
Wondering if there willl be the option added to filter all reports by Fee Category in addition to time frames, Schedule, Practioner, Item Code and choosing multiple of these at once eg Item Code and Fee Category per Practictioner listed by Patient. 
Some you can, but often only able to filter by Code or Schedule.
Especially when breaking down to by Patient. 
For Front Desk reports and for the Dashboard.
Always a good chance I'm overlooking something so open to suggestions. Thanks. 
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Kristy-Leigh R.

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Posted 6 months ago

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Steven, Business Care

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Hi Kristy-Leigh

Individual reports have the filters that we think are appropriate to them. Specifically, with reference to practitioners and item codes, you may want to look at reporting and item groups which allows you to include one or more of these entities as required. If you have a specific suggestion on one of the reports, please let us know. 
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Kristy-Leigh R.

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Where we run into trouble is that the schedule is Physio, yet the item code for Workers Comp and MVA is the same, but the fee category is either set to MVA or Workers Comp -- then we aren't able to filter by fee category - so trying to compare patient numbers and billing amounts for each physio under the fee category isn't easy to extract.
All this was set up with the help of FD in the beginning, not sure if we need to relook at the way things are set up to get the best out of FD?
Having a play with insights dashboard and noticing that it doesn't really have that option either. Sorry if I'm completely overlooking something.
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Steven, Business Care

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Hi Kristy-Leigh. I think it is best if you open up a support case as there are some subtleties here that are not coming across in your post. Please open a support case via the following link: https://smartsoft.com.au/support/