Within analytics, you can generate reports to view and extract data from Heydoc.
For an overview of analytics, click here.
To generate a report, go to "Analytics" and scroll down to the "Reports" section. Click on "Select Report" and selecting from the drop down menu, select which report you would like to generate. Depending on the type of report, use the "From" and "To" sections to select the time period required and then clicking the blue button "Generate report":
There are many different types of reports which can be generated as shown below:
The debtors report shows all the invoices which are overdue by more than 30 days:
The invoices report shows any invoices generated regardless of status within a given time frame:
The status of the invoice is either active (invoice exists) or void (invoice has been voided).
Invoice details report
The invoice details report gives more details on the invoiced item e.g. the product type, the item code, the quantity, cost and price:
Invoices by practitioner
The invoices by practitioner report contains a summary of the items and the total charged by each practitioner:
The payments report contains records of any payments made to the clinic. It contains information such as the invoice date, the payment date, the payment type and any outstanding payments:
Payments aggregated report
The payments aggregated report gives a record of the total number of different payment types at the clinic locations and the overall money which has been paid through these payment types:
Patient data report
The patient report contains details on the patients such as the patient name, DOB, gender, email, occupation, address and membership name (if applicable):
You can pull reports for all patients, or pull reports depending on any labels you may have assigned to your patients by selecting the label title from the drop down list:
For more information on assigning labels to patients, click here.
Medical records report
The medical records report contains a list of all medical records from consultations recorded on the system. Each medical record is recorded as a single entry in the report:
The bookings report contains a list of all the bookings made at your clinics:
The status of the booking is either active (booking exists) or cancelled (booking has been deleted). Use the billed column to see if the booking has been invoiced for which is indicated by a 'Yes' or 'No'.
The labs report contains a list of all the labs that have been ordered, their status, order number, provider and the patient ID for whom the lab was ordered for:
The products report contains a list of all your products and information such as the product type, item code, tax information, stock level etc:
The letters report contains a list of all the letters that have sent to patients contacts:
Prescribed drugs aggregated report
The prescribed drugs aggregated report is a total count of prescribed drugs:
The tasks report contains a list of all added tasks regardless of who they are set by and assigned to:
Please note, the time period within which the tasks are pulled will only pull tasks which due date is within that time period.