+ Add Patient Category Filter to A/R Account Search
The Patient Category search filter is now available in the Advanced Account Search area! This is located at Account > A/R Account > Binoculars > Patient Category. This filter will return accounts that have at least 1 patient associated that meets the category filter criteria.
A pharmacy may use a Category group of specific patients, such as patients using a specific pay method. Patient Categories can be used as search criteria for various Patient and Rx Transaction analyses. The Patient Category filter addition to the Account Search area allows consistent search and report functionality across multiple areas of the software.
+ Add NetProfitPercentage Field to Subreport Drug Log Third Party Totals
The NetProfitPercentage data field has been added to the All Drugs Log Third Party Totals report template. This report template is used for the Subreport Drug Log TP Totals that can be found in other reports within the system including the versatile Rx Totals report.
The pharmacy may run the Rx Totals Report for daily review of third-party claims. Adding the Net Profit Percentage to the Rx Totals Report will provide a more accurate profit analysis for each third party on the Rx Totals Report.
+ Add Sync Pickup Date and Sync Next Pickup Date to Patient Master List Report
SyncPickUpDate and SyncNextPickUpDate data fields are now available on the Patient Master List report template. These fields will not be on any reports by default and will have to be manually added if needed.
The Patient Master List is a versatile report that provides basic patient details for all patients matching defined criteria, such as all patients in a particular category or facility. Adding the sync date information to the report will help pharmacies efficiently plan workflow for patient groups.
