Top 5 Patietns

Introduction
Top 5 Patients Report:

  1. Displays the Top 5 Patients All over the Clinic (In All Branches) within a selected date range.
  2. Patients listed in the report are ranked according to the highest Fees that patient who has the largest total balance will be displayed first.

(Top 5 Patients) report could be accessed from:

  • Analytics >> Admin >> Top 5 Patients.

Filtration
User has the ability to filter data within required period of time from:

  • Date Range
    – (From)  and (To) fields in the filtration Area.

Content
Top 5 Patients displays the following data for each of patient:
1- Patient’s Personal Information

  • Photo
  • Name
    – Note that the patient’s name is clickable link that once pressed user will be directed to the ‘Edit Patient’ page.
  • Age
  • Address
  • Phone
  • Referred by
    – Is the source from where the patient knows about the clinic and it’s selected from patient’s info page.
  • Insurance
    – Is the name of insurance company that the patient related to “If patient has insurance”.

2- Patient’s Ledger Information
– This Section displays the patient’s ledger for all procedure status (Planned, In Progress and Completed) within the selected date range.

  • Fees
    – Field displays the Total Fees of patient on all of his/her procedures within the selected date range.
  • Paid
    – Field displays the Total Payments (Patient + Insurance) for all procedures within the selected date range.
  • Adj
    – Field displays the Total Adjustments (Patient + Insurance) for all procedures within the selected date range.
  • Balance
    – Field displays the patient’s balance ‘Remained Amount’ on both of the patient and Insurance for all procedures within the selected date range.
  • Total Balance
    – Field displays the Total balance for (Patient + Insurance) that should be paid before the selected date range + his/ her balance within the date range.

3- Patient’s Visits Information

  • Missed
    – Displays the Total number of Missed visits within the selected date range.
  • Cancelled
    – Displays the Total number of Cancelled visits within the selected date range.
  • Completed
    – Displays the Total number of Completed visits within the selected date range.
  • Delayed
    – Displays the Total number of Delayed visits within the selected date range.
  • Avg. Delay
    – Displays the time (In Min.s) that patient has delayed on the visit.
    – Average Delay is the Summation of all delayed time / number of delayed visits.
    – Note that this delayed time is not related to the visit of status (delayed) in which:
     -> Total Delay Minutes= Check in time – Reservation time

4- Patient’s Procedures
– This Section displays the patient’s Procedures for all status (Planned, In Progress and Completed) within the selected date range.

  • Pie Chart displays 3 Procedures for each patient in which these procedures are ranked according to the largest Fees.

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