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Category: Reports
Reports on Patients
Patient reports give you a quick overview of number of new patients who have been added to your practice. An overview of Patient reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the […]
Reports on Appointments
Appointment reports help you track, monitor and analyse the appointment booking trend at your practice. An overview of Appointment reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the current date. The Summary […]
Reports on Payment
Payment reports give you a quick overview of the amount received by your practice. An overview of Payment reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the current date. The Summary at […]
Reports on Income
Income reports give you a quick overview of the invoiced income of your practice. An overview of Income reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the current date. The Summary at […]
Reports on Daily Summary
Daily Summary reports give you an quick overview of the money related transactions that occur at your clinic on a daily basis. Right from the treatment procedures performed on each patient, to the invoices raised and the payments received against those invoices, it covers it all. Thus it helps you quickly tally the collections made […]
Accounting Reports and Analytics
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The Different Categories of Reports
At the top, just below the menu bar there is a field on Report Category. By default, Income is the chosen report category. To select another category, you can click on the dropdown arrow next to it and choose one from the dropdown list that appears. The various categories on the dropdown list are: 1. […]
An Overview of Reports
Reports in Practo Ray give you a deep insight on the accounting matters and analytics of your practice. For example it gives you an idea about the income obtained through different modes of payment and the water and electricity expenses at your practice. It even helps you manage your practice better by providing you with […]
Finding the list of patients with due amounts
Step 1 of 2: On the menu bar you will find the ‘Reports’ section. Click on it. Step 2 of 2: To get the entire list of patients with due amounts to be paid, select the report category as ‘Amount Due’. You can now view the entire list of patients with due amounts.