Report that shows client billings/$$ over a certain date range by Fee Category.

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  • Updated 1 year ago
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  • (Edited)
I am trying to pull off a report that shows client billings/$$ over a certain date range by Fee Category.

 One example i am trying to establish for our service is per NDIS client what is their average $$ over the date range (then replicate that by Workcover/CTP/etc etc. We have so many extremes at both ends of the curve at the moment i want to look at median/mean $$

 I can do this in Billings however it lists per transaction, but once i click on BY PATIENT it removes the option of Fee Category. The only way i can seem to work this out at the moment is if it's in the PATIENT REFERRAL report - which unfortunately may not be accurate as its up to humans (read secretaries) to put data - any data - in there accurately.

 My end goal is to produce a report that lists per patient - lists clients name, fee category and $$ amount... and then export to excel where i can then populate average and median $$ by Fee Category
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Julienne Locke

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Posted 1 year ago

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Steven, Business Care

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Hi Julienne

Front Desk does not have this specific report that you are looking for. We are happy to monitor interest in your idea on the Community.

If this report is important to you we are happy to create a script or custom report for you through our consulting services. For more information feel free to open up a support case here: www.smartsoft.com.au/support

Alternatively, we can provide read-only access to your database and a competent person who knows how to work with SQL may be able to create the report for you.