Patient Income Dashboard

The Patient Income Dashboard provides a visual report of income broken down by patient demographics such as age, gender, postcode, and diabetes-related age/gender splits. Income is calculated from the total invoice amount (including GST where applicable) and includes invoices that are unpaid, paid, or partially paid.

This guide explains how to access the dashboard, apply filters such as practice, invoice status, and date range, and then view the results in an interactive graph. It also covers how to export the report into PDF format for record-keeping or further analysis.

1. Click on More then Reporting, and 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.


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 - you can select PDF or Excel.