Download a report of payments, invoices, visits or diagnoses
Choose the days you want, look at a report on screen, and download it as a spreadsheet.
- Where
- Practice portal
- Who can do this
- Administrator, Billing, Doctor, Midwife, Nurse, Reception and Staff
A report lists what happened over a range of days: the payments taken, the invoices raised, the visits opened, or the diagnoses recorded. Use it for the owner's review or to hand the accountant a spreadsheet.
Steps
- Choose Reports on the left, under the practice.
- Choose the report: Payments, Invoices, Visits or Diagnoses. You see only the reports you may read.
- Set First day and Last day. They start as the last thirty days. A report covers up to a year.
- Choose Show the report.
- Choose Download as a spreadsheet to save every row as a file you can open in Excel or Google Sheets.
What to expect
The screen shows the first fifty rows and says how many there are. The file has all of them. Money is written in naira with two places, such as 12345.05. A payment that was reversed stays in the list marked Yes under Reversed.
Payments and invoices are for people who may read billing. Diagnoses are for people who may read charts. A report needs a connection.