Reporting on Discount Promotions

Promotional discounts will be identifiable on three reports within D4W/PSS. 

1. Accounting: Invoices and Receipts Over a Period

2. Promotions List

3. Promotions Report on Patients

Accounting: Invoices and Receipts Over a Period

1. Go to Location Management > Reports tab

2. Open Accounting: Invoices and Receipts Over a Period

   1. Select the Report Parameters > Click OK

   2. Promotional discounts will be identified with a Pr in the Discnt column       

Promotions List

This report will help practices, especially the Marketing Dept to have an overview of their promotions.

It will show all promotions status, start/finish date of the promotion and how many promotions have been used for the period selected in the report parameters.

1. Go to Location Management > Reports tab

2. Open Promotions List

   1. Select the Report Parameters > Click OK                 

Promotions Report on Patients

This report will show the details of a promotion when it has been applied to an invoice for the period selected in the report parameters. 

1. Go to Location Management > Reports tab

2. Open Promotions Report on Patients

   1. Select the Report Parameters > Click OK