The patient Income Dashboard generates or views a report of income by patient age, gender, postcode, and diabetes age gender split. Income is calculated based on the total invoice amount (including GST is applicable) including unpaid, paid or partially paid.
1. Within Reporting, click on Financial.
2.Select Patient Income Dashboard
You will be taken to the Patient Income Dashboard screen. Note the(?)icon you can hover over to give a quick description.
To view a Patient Income Dashboard
Click Filter and Select the Practice name
Select the invoice status e.g (Paid or Partially Paid) and select the date range e.g (This month)
This will generate a graph or dashboard that displays the income report by patient age, gender, postcode, diabetic patients and the age-gender split.
To export this report, click Export and select your preferred data format -PDF will be chosen for this example.
And PDF for Patient Income Dashboard will be generated
To learn more about Financial Reports Click here.