Version: 1.3 or less

In Melbourne, another lab provider, ASAP, is accepting submission forms using a Patient Form that is generated whenever we bill one of their lab products.

ASAP is involved with the Investigations module group.

Just like the Gribbles form the following points apply:

At the moment the included data is limited to patient and customer details but probably advanced functionality like automatic tick box completion is possible.

The following are some archetypes that can be used to implement the AVPMA chart of accounts. The new archetypes create 2 new lookups. One of each of these lookups must be assigned to every product so it can be reported on for sales and purchases.

The original discussion about this was in the user's forum.

The are 2 new archetypes which will add the new lookup types. The other 3 are modified product archetypes which add the lookups to each product. 

Version 1.3

Lists Clinic sales (tax & gross figures) and a summary graph.

User can limit by Dates

This report provides a sales analysis by Clinician and Product Type for a specified period.  It also provides an "All Clinicians" grouping which equates to a pure Product Type analysis report.  The report details the follwoing information for each Product Type

No of Time Sold

Quantity Sold

Total Sales $'s

Average Sale  (Total Sale/Qty)

Please note this report currently uses the invoice item date not the invoice date for date filtering.

Compatible with version 1.3 and above

This report enhances the previous Customer Acquisition report by adding a report parameter to only display customers with active patients.

This report details Customer Acquisition numbers by Practice Location and groups by year and month in specified date range.  To do this it uses the first date of a charge transaction for the customer rather than the created date as we need to find the location. The report is formatted as a cross tab with year and month vertically and location horizontally.  It has month, year and report totals.

This report uses the customer createdDate field added in version 1.3 to list all customers created between specified dates.

It lists customer name,  contact details and the created date.

It is only compatible with version 1.3 and above installations.

This report is the first cut of a customer aged balance report as requested by some users. 

Currently details balances using the typical current, 30,60,90+ segments and cannot be back dated.

Future updates should allow the days breakup to be nominated as a parameter and also add the ability to back date the report.  The later is complex as individual allocations dates need to be used rather than just customer balance participations.

Only basic testing completed.  Please try and add comments if you find any issues or have some other requests.

This report lists customer bad debt write-off transactions for a specified period and includes client name and description information.

Compatible with version 1.3 only

This report lists all customers who's last transaction date is between the specified period.   This report is in a export format so the output can be used externally to merge letters, labels, emails to the selected customers.

This report can be used to find "lapsed" customers. For example if you wanted to find all the customers who had not had a transaction in the last year but had a transaction in the previous two years you could enter a start date of 01/08/2008 and an end date of 31/07/2010.

As always please report any issues you find. 

With version 1.4 we now have the ability to export report results in CSV format so you can utilise them in extrenal applictaion like Open Office , Word etc to do mass marketing mail-outs, labels etc.

In order to get the data formatted correctly though the formatting of the report needs to be tabular and the page headers footers and other printout and preview formatting needs to be removed. 

I have created a new report that filters customers by :

Classification (Account Type, or classifications)

Patient Species

Patient Breed