Introducing Reporting Groups and Item Code Groups

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  • Updated 1 year ago
Have you ever wanted to run a report involving multiple practitioners that don’t fit into your existing Practice Group structure?

In the latest version of Front Desk 16.9 we are introducing Reporting Groups and Item Code Groups; a way for users to group select practitioners or item codes for the purpose of reporting.
 
Reporting Groups

Previously, a practitioner could only belong to one group, which was used as a logical grouping of practitioners. With Reporting Groups, you’re now able to place an individual practitioner in more than one group for reporting purposes.

For example, if you have a practitioner that works at 3 locations and wish to do a consolidated report for the practitioner at all locations, just create a reporting group that contains the practitioner at each location.

To setup a Reporting Group, following the instructions below.

In System Information we have added a Groups tab where you’ll find the familiar Practice Groups and the new Reporting Groups. Select Reporting Groups and then click Add.



Give the Reporting Group a Name. Then double click on any practitioner, or use the arrows in the centre of the window to add all or select practitioners to the group. You can also filter the list of practitioners shown on the left by Practice Group using the drop down menu. Hit OK to save your changes.



When running reports, you will now see a Groups filter, where you’ll find both your existing Practice Groups and your new Reporting Groups. 



Item Code Groups

Item Code Groups will allow you to add one or more item codes into a group for the purpose of reporting. e.g if you've got multiple item codes for an initial consult you’ll be able to group these together and see income from all initial consults. Follow the steps below to setup an item code group:

Select File > Item Codes > Item Groups


 
Click Add to create a new Item Group


 
Give your Item Group a Name and then either double click on an item code or use the arrows to move item codes into your group and then select OK to save.


 
The following reports can utilise both Reporting Groups and Item Code Groups after upgrading to Front Desk 16.9:
  • Transaction
  • Billings
  • Trend Analysis
  • Active/Inactive Patients
  • Patient Referrals
  • Patient List
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Timothy, Business Care Manager

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Posted 3 years ago

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Dan

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Timothy,

Can you combine Item Code groups and Reporting Groups in the reports?
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Timothy, Business Care Manager

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Hi Dan. Does enabling Item Group and Reporting Group filters (as below) show you what you're looking for?

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Dan

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Yes thanks. We haven't installed yet so weren't sure you could select both at one time.
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Joanna

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Hello, I would like to be able to send SMS reminders to a Reporting Group. Is that currently possible?

Regards, 
Joanna
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Timothy, Business Care Manager

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Hi Joanna. It is not currently possible to send appointment reminders based on a Reporting Group though we believe that this is a good suggestion. We will add this as a filter to the SMS/Email Reminders utility in a future update. 
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Joanna

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Thanks Timothy.
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Hand Works

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Awesome!  Would also be helpful if this could be applied to an appointment book report so practitioners can see their schedule for a week across all locations :)
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Steven, Business Care

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Hi Joanna and Hand Works. We agree, good suggestions! We were going to incrementally introduce this new feature in all reports which currently have practice groups. I'll make sure that these two you have suggested receive priority.
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Timothy, Business Care Manager

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Hi all. On further investigation, the Appointments Report does not currently have practitioner or Practice Group filters, so we will note the addition of these filters to this report as a suggestion for future development. As Steven confirmed, we will work to add Reporting Groups to reports with existing Practice Group filters as a priority.