Request re: option to exclude practitioners from certain reports

  • 7
  • Idea
  • Updated 3 years ago
  • Implemented
Hello, we would like to have the option to exclude practitioners when running certain reports. At the moment, you have the option to run a report for one practitioner, or all practitioners, or one office or all offices, but we would like the option to exclude individual practitioners as well.

For example, in the Active/Inactive Patients report, it would be helpful for us if you could select which practitioners you wish to run the report for, or if you could say run for all practitioners excluding just one or two.

Thanks!
Photo of Joanna

Joanna

  • 47 Posts
  • 12 Reply Likes

Posted 4 years ago

  • 7
Photo of Dan

Dan

  • 10 Posts
  • 1 Reply Like
Agreed!
Photo of Josie Tropeano

Josie Tropeano, Product Manager

  • 64 Posts
  • 44 Reply Likes
Thank you for the interest in this functionality. We have a new function planned that will allow you to filter reports by a "Reporting Group".  Similar to a "Practice Group" but only used for reporting.  This could for example include the same practitioner working at various locations, and in different practice groups, so that you can get a total for that practitioner across the enterprise or in fact any combination of practitioners that you like.  

What do you think ? :)
Photo of Joanna

Joanna

  • 47 Posts
  • 12 Reply Likes
Sounds good Josie. So just to check I am understanding you correctly, the function would enable you to create various Reporting Groups (different configurations of practitioners) which you could then use to report against?
Photo of Josie Tropeano

Josie Tropeano, Product Manager

  • 64 Posts
  • 44 Reply Likes
Hi Joanna, that is correct.
Photo of Joanna

Joanna

  • 47 Posts
  • 12 Reply Likes
Great, thanks Josie.
Photo of Kirsty

Kirsty

  • 49 Posts
  • 21 Reply Likes
Agree... that would be a good option to have.
Photo of Andrew

Andrew, Community Manager

  • 344 Posts
  • 112 Reply Likes
Hi Joanna

The Reporting Groups functionality is available in the latest release of the software, and has now been included as a filter in several additional reports.

Please see the release announcement below for additional information:
https://community.smartsoft.com.au/smartsoft/topics/front-desk-16-9-4-production-version