Search when a patient purchased a product

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  • Question
  • Updated 2 years ago
  • Answered
Hi again,

We get asked a lot "when did Patient X purchase this product last?".  Is there an easy way to do this other than scrolling through a patients transaction list?    I checked out the Billing Report, but you can't select an individual patient for that...

Thanks

Meaghan
Photo of Meaghan - KingsWilliam Natural Health Care

Posted 2 years ago

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Photo of Cindy Menzies

Cindy Menzies

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Hi, great question. A simple way would be great to save so much time!
(Edited)
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Timothy, Business Care Manager

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Hi Meaghan 

Thank you for your post.

From the Transactions tab of the patient file, select the Trans. Log button:


 
This will allow you to filter the transactions by date and item code:



If you extend the date range back a few years, you’ll likely be able to see all instances of this item code being billed. This should make it easier to find the most recent purchase of the item code you're looking for.

Hopefully this helps!
Hi Timothy!  That is so cool!  I've never pressed that button before!  Thanks for that!  :-)  Happy days.