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Client numbers

Submitted by amandagross on Mon, 12/11/2012 - 11:45
in

Hi everyone, I was wondering if anyone can help me find the following information. I need to access total client numbers for any particular financial year. I can find new client numbers and the total client numbers on our files currently, and invoice numbers but not actual client numbers?

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Re: Client numbers

Submitted by tanderson on Mon, 19/11/2012 - 11:41.

I don't know that such a report is available. There are several which could be modified to do what you want however.

Take a look at the "Active Distinct Customers by Period" and Customer Acquisition reports.

The former will list customers that have done financial transactions at the practice within a period.

The latter lists customers that have active patients within a period.

-Tim

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