Promotions Report on Patients

Follow

This report will show the details of promotions applied to an invoice for the period selected in the report parameters.

 

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Promotions Report on Patients

    1. Date: Select the period to base this report on

    2. Location: Select the Location or <All Locations> from the droplist if applicable

    3. Promotion Type: Select Package Promotions, Item Promotions or <All> for all types

    4. Sort by: Select Promotion or Patient
    5. Standard View: Standard list of Promotions used on patients

    6. Detailed View: Detailed list of Promotions used on patients including patient details

    7. Totals Only: A total of all promotions used on patients
    8. Group by Provider: Break down the report by Provider

    9. Click OK                                                                mceclip0.png

 

Report Details (Standard View)

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 Promotion Name  Name of the Promotion.
 No. of Patients  Number of patients the promotion has been used.
 No. of Promotions  Number of time the Promotion has been used.
 $ Promo  Discounted value of the Promotion.
 $ Invoiced  Total $ value discounted by the Promotion.


Report Details (Detailed View)

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 Promotion Name  Name of the Promotion.
 Promotion Date  Date the Promotion was applied to an Invoice.
 Patient Name  Name of the Patient.
 Patient Card #  Patient's Card Number.
 Invoice ID  Invoice ID.
 $ Promo  Discounted value of the Promotion.
 $ Invoiced  Total $ value discounted by the Promotion.

 

Report Details (Totals Only)

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 No. of Patients  Number of Patients for all Promotions.
 No. of Promotions  Number of time Promotions were used.
 $ Promo  Discounted value of all Promotions.
 $ Invoiced Total  Total $ value discounted by all Promotions.

Create a New Package Promotion 

Create a New Item Discount Promotion

Set Promotion Type Preferences

Apply a Promotion to an Invoice

View Promotion Details Against an Invoice

Duplicate a Discount Promotion

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