What is the Practitioner Activity Report?
The Practitioner Activity Report is great for looking at a range of performance KPIs including;
treatments provided
paid/unpaid invoices
treatment referrals.
To run the following report you will need to be at least Level 2.
Level 2 Users/Practitioners can use this to review their performance.
Level 3+ users can run this report for all practitioners as required.
Running the Practitioner Activity Report
To find the Practitioner Activity report go to -
Reports > Treatments> Practitioner Activity.
You can then use the filters to narrow down exactly what you are looking for.
How to set your Filters?
Filter by date range
Filter by 'completed on', or 'paid on'.
Completed on will display all treatments completed within the applied date range
Paid on will list all the treatment items that have been fully paid within that date range.
(this will give different results than the above, where treatments were completed in a period, but paid on a different date)
Additional filters are available to narrow down the search criteria even further, providing the functionality to manipulate the data and broaden the results of the report.
More on the Practitioner Activity Report
To learn more about the Practitioner Activity Report and how you might use it, we have a number of tutorial web pages for you to refer to.
As a practitioner, How can I see what I am due to be paid?