Reports

Consultation Summary
Exam Summary
Fees Summary
Consultation Summary

For all patients

  • First, click on the "Reports" button on the Menu.
  • Then, click on the “Consultation Summary” module.
  • Once it's open, choose the date range you want to view consultations from. 
  • To do this, click on the calendar button beside the beginning date field.
  • Next, click on the month displayed to choose your chosen month and year. 
  • Then, click on your chosen starting day.
  • Repeat these steps on the ending date field.
  • Finally, click on the search icon on the right side of the ending date field.

 

For a specific patient

In order to view the consultation summary for a specific patient:

 

  • Click on the "Reports" button on the Menu.
  • Next, click on the “Consultation Summary” module.
  • Click on the dropdown arrow beside the “Patient” field and select from the list of names.
  • Alternatively, you can also input your patient’s name in the box and then click on it.

 

Note: You can also click the “Filter by” field to choose to only display consultation records by Clinic or Payment Method.

 

  • Then, choose the date range you want to view consultations from. 
  • To do this, click on the calendar button beside the beginning date field.
  • Next, click on the month displayed to choose your chosen month and year. 
  • Then, click on your chosen starting day.
  • Repeat these steps on the ending date field.
  • Once you're done, simply click on the search icon on the right side of the ending date field.
Exam Summary

For all patients

  • First, click on the "Reports" button on the Menu.
  • Then, click on the “Exam Summary” module.
  • Once it's open, choose the date range you want to view exams from. 
  • To do this, click on the calendar button beside the beginning date field.
  • Next, click on the month displayed to choose your chosen month and year. 
  • Then, click on your chosen starting day.
  • Repeat these steps on the ending date field.
  • Finally, click on the search icon on the right side of the ending date field.

 

For a specific patient

  • Click on the "Reports" button on the Menu.
  • Next, click on the “Exam Summary” module.
  • In order to view a list of exams from a specific patient, click on the dropdown arrow beside the “Patient” field and select from the list of names.
  • On the other hand, you can also input your patient’s name in the box and then click on it.

 

Note: You can also filter the exams by clinic. Simply select the dropdown button beside the “Filter by Clinic” field and choose the right clinic.

 

  • Next, choose the date range you want to view exams from. 
  • Select on the calendar button beside the beginning date field.
  • Following that, click on the month displayed to choose your chosen month and year. 
  • Then, click on your chosen starting day.
  • Repeat these steps on the ending date field.
  • Lastly, click on the search icon on the right side of the ending date field.

 

Fees Summary

For all patients

  • To start off, click on the "Reports" button on the Menu.
  • Next, click on the “Fees Summary” module.
  • Similar to the previous modules, choose the date range you want to view fees from. 
  • Do this by selecting the calendar button beside the beginning date field.
  • Next, click on the month displayed to choose your chosen month and year. 
  • Likewise, click on your chosen starting day.
  • Then, repeat these steps on the ending date field.
  • And finally, click on the search icon on the right side of the ending date field.

 

For a specific patient

  • Click on the "Reports" button on the Menu.
  • Next, click on the “Fees Summary” module.
  • In order to only display fees for a specific patient, click on the dropdown arrow beside the “Patient” field and choose from the list of names.
  • On the other hand, you can also input your patient’s name in the box and then click on it.

 

Note: In order to filter the fees according to your clinic or a specific fee type, click on the "Filter by" field and select between the two choices. As an example, after clicking on “Clinic”, you can then select on the dropdown button to its right and choose the clinic of your choice.

 

  • Then, choose a specific date range you want to view. 
  • You can do this by clicking on the calendar button beside the beginning date field.
  • Following that, click on the month displayed to choose your chosen month and year. 
  • Then, select your chosen starting day.
  • Repeat these steps on the ending date field.
  • Finally, click on the search icon on the right side of the ending date field.