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Re: Medical Visit Report

  •  08-25-2009, 7:49 AM

    Re: Medical Visit Report

    Hi, Esther!

    If you want a report for your medical visit co-pays, have you tried the built-in Expense Transactions Report?

    Please take the following steps:
    • Go to Home > Reports > Expenses > Expense Transactions Report
    • On the customization menu (the ellipsis on the top bar ...) and select "New Customization"
    • Then select the expense types so that only Co-Pay is selected (check mark next to it)
    • Then select the date range you are interested in
    • If you'd like to sort, you can select if you want to sort by ascending or descending order of dates
    Please let us know if this is doing what you are looking for...

    Have you tried the Medical Visit Summary plug-in?  It shows the reason for the visit - and no amount information.  By the way, you should feel free to look around the OpenHealth Services Directory page and see if anything new comes up that you may be interested in...

    Please let us know if you have additional questions or suggestions!
    Support Team

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