PMP Manual Manitoba - Jul. 2014 | Page 96

PATIENT MANAGEMENT PROGRAM Fee History Report The Fee History Report will generate a sales report of any item in your Fee Schedule: Treatment, Other or Inventory, e.g. a list of all patients who received Orthotics in a given period. The report may be pulled in either of the following ways:  By Date  By Patient Click the Report menu, Fee History Report. Select By Date or By Patient. Choose the practitioner; click Run Report for this Doctor. Click the down arrow to the right of each field; select the dates and fee schedule item. Click Run the Report. Patient Referral Activity Report The PMP will generate a report based on the referral source of your patients. The report shows the revenue generated from the referral source and it is subtotalled by patient. Click the Report menu, Patient Referral Activity. Choose a practitioner; click Prepare the Report for this Doctor. Select the appropriate fields by clicking the down arrow. The Referred By field offers the option to use a wildcard where all referrals will be found that start with the typed letters. Click Run the Report. 96 | Reports