Summary
This page documents healthcare related reports from the Healthcare category in relation to Merlin's in-built Health Care Plan module.
Details
Within the Standard report tab, you will find the following Healthcare reports as shown below:
Health Care
Report | Description / Function |
HCP - Sales by Client | Lists all Health Care Plan Invoices by Client between the dates specified. Date: Treatment Date
|
HCP - Sales by Surgeon & Treatment Type | Lists all Health Care Plan Items by Treatment Type for each Surgeon between the dates specified. Date: Treatment Date
|
HCP Sales by Client - Detailed | Detailed list of all Health Care Plan Items by Client between the dates specified. Date: Treatment Date
|
HCP - Write-offs | Lists all Health Care Plan Write Offs between the dates specified. Date: Transaction Date
|
Health Care Plans - Joined by Date | Lists all Health Care Plan Write Offs between the dates specified. Date: Transaction Date.
|
Health Care Plans - Joined by Plan | Lists Patients who have joined a Health Care Plan, grouped by site. Date: Join Date. |
Health Care Plans - Joined by Plan (paid full upfront) | Lists Patients who have joined a Health Care Plan and had their Health Care Plan balance paid upfront (in full). Date: Join Date. |
Health Care Plans - Payments not received | List of Patients with missing Health Care Plan payments by Month. Date: HCP Joined Date. |
Health Care Plans - Yearly Spread | Shows Payments Received in the last 12 months for each Health Care Plan. Date: Not applicable, shows last 12 months from today's date. |
