Reporting - Configuring And Generating

Reporting requirements

For your convenience, Clinic-Assist provides a number of predefined report types for you to use.  We are fully aware that your reporting requirements may be very different to other users of Clinic-Assist.  Since we cannot account for every requirement ‘out of the box’, we are more than happy to accommodate you on request as part of your subscription.  If you require a report output that is not currently listed, please contact us at support@Clinic-Assist.co.uk  and provide the relevant details for us to assist you further.  When new reports become available, we will add them to the relevant report section and advise you by email.  The rest of this article will focus on the generic, predefined reports.

Reports out of the box

You should see that current reports are grouped by various categories, for example ‘Client Reports’. 

To the right of each report is an icon as a graph or a document with an ‘x’, or both.

Each icon represents the options for final output of the report as a graph displayed on screen, or a generic document (CSV - Comma Separated Values) compatible with most spreadsheet and word processing applications.    Selecting the 'generic' document option automatically downloads the report, or requests your input to further define the detail. 

When a report has completed and is ready for viewing, your browser window will inform you accordingly and request that you select to open the report or view the folder in to which it has been downloaded and saved.

 

Following is a list of default reports and what they do:

Client appointments – provides configurable output for client appointments.  You can select all or a specific client, to and from dates and the type of clinic they attended.

Client contacts – details all contacts for an individual or all clients you have on file.

Outstanding patient recalls – provides details of recalls for which appointments may need to be created.  The output provides a traffic light system of highlighting as RED – Overdue, AMBER – required within the next month and GREEN - not pressing.

 

HR contacts - outputs a list of all HR contacts for every customer you have on file.

Patient medicals - provides configurable output for all patients you have on file with to/from date selection and the type of clinic they attended.

Self sponsors – enables you to view a list of all ‘Self sponsored’ patients between definable to/from dates.

Appointments pending – details all pending appointments for date range entered.

Appointments deferred - details all deferred appointments for date range entered.

Appointments not complete or deferred - details all deferred appointments and those appointments not complete (e.g. cancelled and no-show) for date range entered.

Appointment export – generates a list of every appointment regardless of requirement for date range entered.

 

Staff rota schedule – provides a detail of staff scheduled as entered on the system rota. This can be achieved by staff name, month and year.

 

Appointment cost – provides output to detail all appointment cost values as Net, Vat and Total for date range entered.

Appointment cost by user – at time of observation this reports is no different to Appointment Cost.

Cash sales –cash sales within your chosen date range and lists details as Line Item, Invoice Ref, Invoice Date, Specification Cost, Nominal Codes, Appointment Location and VAT details.

Invoice Export – provides detail of all generated invoices within the given date ranges.  This report includes specific details of Invoice Ref and Date, Specification Cost, Nominal Codes, Appointment Locations, Invoice Client Code, and VAT details.

 

Rota changes – within the date range, provides Date and Time of new appointment, who made the change request and confirmation of the room.

 

Cases by status – provides details of all cases according to the status selection of either ‘New’, ‘In Progress’, ‘Closed’, or ‘On Hold’.

Cases open –  provides details of all cases according to their age.  Create output by selecting the required length of time a case has been open for from the drop down list.

Cases by client –Provides details of the total number of cases by client, over time.  Selection of individual or all clients.