A table can be created in the Items KPI report in Practice Analytics to show the fees applied to a patients file since their First Seen Date.
Run the Report
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Click Items under the KPI menu
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Remove current headings if not applicable by dragging and dropping to the heading list.
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To build this KPI table, click and drag the below headings:
Fee
The fee per item from the treatment tab. If the Qty is more than 1, the fee will be multiplied with the total found in the Amount column.
First Seen Date
The date of the first item entered in the Treatment, excluding items marked as Non-Treatment
Px Card No
The card number of the Patient
Tx date
The date of the item (treatment) from the treatment tab.
Filter data
Data can be filtered anywhere this icon is found. When a filter has been applied to a heading, the filter icon will turn to blue.
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Click on the filter icon and select the dates you want to show
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Click OK
KPI Table Details
Drill Down
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Click Drill Down to see more information
Views
The format of the table can be saved in a View. This means the format of the table above is saved.
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Click Views
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Click
to add a View
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Enter the name of the View and click Update
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Click Save View
Export data
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Click Export to Excel icon (top right corner)
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Click KPI Table
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Choose location of the file to be saved in
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Enter a File Name
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Click Save
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