Use this guide to find the right Zedmed report for the information you require.
| I want to see: | The required report is: | The configurations are: |
| Doctor payments | Reception>Daily Reports>Transaction/GST report | Select the period and Transaction Type > Receipts. Can filter by Doctor. |
| Reports tab > Credit Allocation Report | Select period then Banklist, Branch or Doctor. | |
| Item codes billed E.g Patients who have reached the Medicare service limit. | Management>Reports>Patient Service Report | In one of the two sections, enter item numbers to display if a patient has or has not been billed. |
| Billing by fee type E.g Compare the clinic's % of private vs bulk billing. | Management>Reports>Statistics Report | Pie charts > Show Fees and Group by > Fee type. Can filter by Doctor. |
| Patients' email addresses | Management>Reports>Patients | Style = CSV file. Tick Have Email Address checkbox. |
| Debtors outstanding invoices | Management>Debtors>Debtors Report | Select Payer type. Review the other filters such as Style and Dates. |
| Unbilled attendances For all or treating Doctor. | Reception>Daily Reports>Attendances | Use the Filter drop-down to select attendances Not Billed. |
| Account reminder statements Statement of patients' outstanding invoices. | Management>Debtors>Account Reminders | Include a custom message for each Ageing Period (#1 #2 #3). |
| A doctor's day sheet Produces a list of appointments for the day. | Reception>Daily Reports>Appointments | Select the day's date and select the Doctor. Review other filters. |
| Canceled appointments & why | Reception>Daily Reports>Appointments | Under Style, select Cancelled/Missed radio button. Review other filters. |
| Unactioned results Initial and pending results | Clinical > Reports>Incomplete Results | Group or filter by Doctor. Select Status Not Completed. |
| Outstanding referrals | Clinical>Reports>Outstanding Referrals | Check the Status is set to Open - Results received'. |
| Doctor's Lab Referrals | Clinical>Reports>Referral Request Report | Select doctor under Criteria. Review the Date Range and Request Status. |
| Patient referrals by doctor | Management>Reports>Referral Doctor Statistics | Review the filters. E.g., how to Group the information and the date range. |
| High-risk medicine scripts | Clinical>Reports>Patients Drug Report | Current Drug Search Criteria, enter drug name (min 3 char). Screen. |
| Health Summary uploads | Clinical>Reports>Tracking Health Record Uploads. | Run for Event Summary, Shared Health Summary or both. |
| Patient recalls | Management>Reports>Recalls | Select the Maturity Date range with due care when varying the dates. |
| A list of new patients | Reception> Daily Reports>Appointment Reports | Select New Patient from the Appointment Type drop-down. |