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A user with 68 edits. Account created on 7 July 2024.
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23 September 2024

8 July 2024

  • 15:0915:09, 8 July 2024 diff hist +549‎ N Cost of services ‎ Created page with "-Back to Reports ==General information== Shows the price and amount of the materials, spent on providing services. Materials norms are set in services on Materials tab. If checkbox To write off materials when a service is provided is selected in warehouse settings, the materials will be automatically written off warehouse balance when the service changes status to "Completed". ==Fields== '''Quantity''' - quantity of spent materials in units '''Amount''' - tota..." current
  • 15:0515:05, 8 July 2024 diff hist +904‎ N Warehouse balances ‎ Created page with "-Back to Reports ==General information== Shows the statistics about the warehouse - incoming remains, spending, income, remains at the end of the period. ==Fields== '''Material''' - specific material. Only materials that had remains in the beginning of the period OR had income/spending during the period are shown '''Unit''' - unit, specified in material '''Initial quantity''' - quantity in the beginning of the period '''Initial amount''' - total sum in the beg..." current
  • 15:0115:01, 8 July 2024 diff hist +446‎ N ICD Report ‎ Created page with "-Back to Reports ==General information== This report shows what Diagnoses where set for patient in medical documents in the selected period. Only ICD diagnoses are shown in this report, free text Clinical Diagnosis is not shown. '''Name''' - ICD 10 diagnosis, Doctor, Patient '''Patients''' - number of patients with this diagnosis '''LTV''' - life time value of patients with this diagnoses (total amount spent regardless of the period)" current
  • 14:5714:57, 8 July 2024 diff hist +1,045‎ N Cancellation report ‎ Created page with "-Back to Reports ==General information== This report provides the statistics about cancelled appointments (status "cancelled"). You can select the desired hierarchy: center|500px ==Fields== '''Name''' - contents of selected group '''Canceled''' - number of cancelled appointments '''Canceled for, (hours)''' - how many hours before the time of appointment it was cancelled. Minus means it was cancelled after the time of appointme..." current
  • 14:5114:51, 8 July 2024 diff hist 0‎ N File:Cancellation report.jpg ‎No edit summary current
  • 14:4914:49, 8 July 2024 diff hist +644‎ N Debts report ‎ Created page with "-Back to Reports ==General information== This report shows Debts - difference between Paid and Received services in a specific period. ==Fields== '''Patient''' - name of the patient (clickable) '''Service''' - services in transaction '''Appointment date''' - date of the appointment (not transaction) '''Pay date''' 9 date of incoming transaction '''Employee''' - doctor/specialist that provided service '''Income''' - sum in income transaction '''Provided'''..." current
  • 14:1414:14, 8 July 2024 diff hist +606‎ N Bonus report ‎ Created page with "-Back to Reports ==General information== This report shows the bonuses/fees that should be paid to doctor/specialist. Rates for each service are set in Bonuses tab in Employee. Bonuses can be set in percent, or in specific sum. Bonuses are calculated based on expense transactions (provided services, appointments in "Completed" status) in a specified period. ==Fields== '''Employee''' - doctor/specialist '''Amount''' - total sum of transactions (expense transact..." current
  • 14:0914:09, 8 July 2024 diff hist +1,353‎ N Returnability report ‎ Created page with "-Back to Reports ==General information== This reports shows, how patients return to doctors, who first time ever visited clinic or specific doctor in the selected period. Report can be built two ways: '''First visit to clinic''' - about patient's, that made their first visit to clinic ever in the selected period '''First visit to doctor''' - first ever visit to specific doctor, if it happened in the selected period ==Settings== You can set specific columns, th..." current
  • 13:5913:59, 8 July 2024 diff hist +984‎ N Referrer Statistics ‎ Created page with "-Back to Reports ==General information== Reports provides data about fees to Referrers. It is built upon income transactions, where: 1. Referrer field is filled in Patient 2. Referrer contact has type "Referrer" 3. Referrer has Services attached to him on Fees tab: center|500px 4. Service in transaction is listed in this list for this referrer. Service can be accounted for fees to be paid once for each patient, or every time. ==Fie..." current
  • 13:5613:56, 8 July 2024 diff hist 0‎ N File:Refferer fees.jpg ‎No edit summary current
  • 13:5313:53, 8 July 2024 diff hist +875‎ N Revenue Report ‎ Created page with "-Back to Reports ==General information== Revenue report is based on transactions, performed in the system, and shows aggregated statistics about income. Report can be grouped by days, months or whole period. Period filter affects the transactions, not appointments (if appointment was for 25.05, but was completed on 26.05, it will only show on 26.05). ==Columns== '''Patients''' - number of unique patients in expense transactions (provided services, appointment in..." current
  • 13:3113:31, 8 July 2024 diff hist +372‎ N Patient's Report ‎ Created page with "-Back to Reports ==General concept== Patient report shows statistics about patients, who actually visited clinic - had at least one appointment with "Checked in" or "Completed" status ==Settings== You can set the desired hierarchy for report: center|500px And choose the columns design - by days, by months, or whole period" current
  • 13:3013:30, 8 July 2024 diff hist 0‎ N File:Patients report hierarchy.jpg ‎No edit summary current
  • 08:2408:24, 8 July 2024 diff hist +410‎ N User Report ‎ Created page with "-Back to Reports User report shows the activity of user in the system. ==Contents== 1000px Fields: '''Login''' - first login on specific day '''Logout''' - last login on specific day. If user didn't log out, the field will be blank '''Total time on breaks''' - total time, spent on breaks on a specific day '''Total time on work''' - Log out minus Login minus Time on breaks" current
  • 08:2208:22, 8 July 2024 diff hist 0‎ N File:Userreport.jpg ‎No edit summary current
  • 08:1808:18, 8 July 2024 diff hist +22‎ Calls Report ‎No edit summary current
  • 08:1808:18, 8 July 2024 diff hist +216‎ Calls Report ‎No edit summary
  • 08:1708:17, 8 July 2024 diff hist 0‎ N File:Callsreport1.jpg ‎No edit summary current
  • 08:1408:14, 8 July 2024 diff hist +1‎ Calls Report ‎No edit summary
  • 08:1408:14, 8 July 2024 diff hist +6‎ Calls Report ‎No edit summary
  • 08:1408:14, 8 July 2024 diff hist +296‎ N Calls Report ‎ Created page with "Calls report shows call statistics in tables and charts. ==Settings== Chart and can be displayed by hours, by days, by months. Also you can choose options By employees and days/month, that will show the statistics for each employee in the selected period. ==Filters== File:Callsreport.jpg"
  • 08:1308:13, 8 July 2024 diff hist 0‎ N File:Callsreport.jpg ‎No edit summary current
  • 07:4507:45, 8 July 2024 diff hist +22‎ Leads Report ‎No edit summary current
  • 07:4507:45, 8 July 2024 diff hist +22‎ Calls Log ‎No edit summary current
  • 07:4507:45, 8 July 2024 diff hist +745‎ N Calls Log ‎ Created page with "Calls log displays the list of all the calls, made through the system. ==Fields== '''Date Time''' - date and time, when the call was registered in the system '''Call type''' - internal, incoming or outgoing '''SRC''' - from what number the call was placed '''DST''' - to what number the call was placed '''Disposition''' - Answered/No answer '''Admin''' - user, linked to an internal number, to which/from which the call was placed '''Contact''' - contact from contac..."
  • 07:3407:34, 8 July 2024 diff hist +3,397‎ N Leads Report ‎ Created page with "Leads report is the main report to measure funnel. ==General concept== Leads report is based on Touches - it takes all the touches for specified period, and tells what happened from them. Period filter is applied only to touches - appointments and payments can be done after that period, and will still appear in report. ==Fields== Fields are used in filtering, and in Hierarchy setup. '''First source''' - Source parameter from Call tracking, that was in the first..."

7 July 2024

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