This report will show the details of promotions applied to an invoice for the period selected in the report parameters.
Run the Report
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Go to Location Management > Reports tab
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Open Promotions Report on Patients
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Date: Select the period to base this report on
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Location: Select the Location or <All Locations> from the droplist if applicable
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Promotion Type: Select Package Promotions, Item Promotions or <All> for all types
- Sort by: Select Promotion or Patient
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Standard View: Standard list of Promotions used on patients
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Detailed View: Detailed list of Promotions used on patients including patient details
- Totals Only: A total of all promotions used on patients
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Group by Provider: Break down the report by Provider
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Click OK
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Report Details (Standard View)
|
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)
|
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)
|
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
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