Tracking across locations

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  • Updated 3 years ago
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We have 4 satellite clinics - all receipts however are entered on FD on our main computer. I have set up tracking for each clinic. It is possible to produce a transaction report for patients based on the tracking even though the receipts are entered on the base computer? Would like to keep track of receipts for each clinic.
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Posted 3 years ago

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Timothy, Business Care Manager

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Hi Trevor

I am assuming by the term ‘tracking’ that you are using tracking categories on patient files to identify transactions for practitioners that work at multiple locations, which is not the intended use of this function.

We recommend setting up Practice Groups for each of your satellite clinics and creating additional practitioner files for staff that work at these locations (if you haven’t already done so). Transactions that are billed for these practitioners will then be recorded against the Practice Group the practitioner is associated with. When using the standard reports in Front Desk, you will then be able to use the Practice Group filter to report specifically on transactions at one of your satellite clinics.

If you require assistance with the setup of these features, please open a support case at: