Idea - Custom report filters & result fields

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  • Idea
  • Updated 3 years ago
I have previously used Visitbase software and found its reporting options fantastic for finding information quickly and easily regarding patients - this was especially useful for different marketing and clinic insights, without having to spend hours manually searching for the information.

Unfortunately the capabilities of Frontdesk in providing more specific data about a patient in their reports is limited. 

E.g. Birthday cards - we would search for patients who have attended within the last 12 months and spent over a certain amount of money in the clinic. We would be able to run the report showing the $ spent data in the results. 

E.g. We want to track overall changes within the clinic. What was the first date of visit of those who have attended in the last year?

It seems that a lot of the first part of the report needed can be achieved on Frontdesk at the moment, however if you could select the data that appeared in the results (more than name, phone & address).  
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Liz A

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Posted 3 years ago

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Timothy, Business Care Manager

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Hi Liz

Welcome to the Community. 

Our approach is to have a selection of predefined reports that do include additional calculated information and associated filtering relevant to common practice management reporting. This is more than simple field selection and filtering, without the calculated information that you describe in your previous PMS system.

We are always happy to take on-board user feedback to add new reports or extend current reports based on the needs of the user group. What fields would you like added to the Birthday List and how would they be used?

If the standard reports in Front Desk aren’t meeting your proprietary needs, Smartsoft does offer a custom programming service on a consulting basis to develop bespoke reports. If you would like more information on this, please contact us at: 
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Joyaa Antares

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I agree Liz, and thanks for your response Tim.
IMHO, a more sophisticated report writer would add value to FrontDesk.
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I agree with Liz and Joyaa, a more configurable report system would help us immensely.