To enable you to run reports based on work entered on the clinical screen new options have been added to handle this:
| Count (Clinical) | Used on the Printout Selection screen, this will
give you a count of the number of lines the
search criteria matched. A count will also be given on the summary page of the overall totals. |
| Date (Clinical) | Used on the Printout Selection screen, this will give the date of the last transaction that matched the search criteria. |
| Clinical Text | Used on the Printout Selection screen, this will give the text of the last transaction that matched the search criteria. |
| (Note: There is no point in selecting any of the above if you are not searching the clinical records.) | |
| Clinical Records | Used on the Search Selection screen to select matches based on information appearing on the clinical records. See following table for options |
| Clinical Search Options | |||||||
|---|---|---|---|---|---|---|---|
| Start Date | The first date to be included in the search. | ||||||
| End Date | The last date to be included. | ||||||
| Analysis Code | If the specified analysis code(s) appeared | ||||||
| Text AND Text AND Text | The options are for searching in text, remember to include the 'contains' keyword ($) otherwise the match will be based on a match at the beginning of the line. | ||||||
| Details entered on each line will be matched against EACH clinical line. If details are entered on multiple lines then ALL must occur before a match is successful e.g. | |||||||
| |||||||
| Fees | The Fees amount of a line | ||||||
| Drugs | The Drugs amount of a line | ||||||
| Line Balance | The total (inc VAT) of the line | ||||||
Normally an ! anywhere on the line will indicate a NOT match, however, with the clinical record search, if the ! appears as the 1st character of the line then this will apply to ALL the clinical records e.g.
| Text | $Program,^!$Tabs | This will match all LINES where Program occurs but NOT Tabs. |
| Text | !$Program | This will match only if Program does NOT appear anywhere within ALL the clinical records. |
| You can make use of this by using the 'Read from file' option within the report generator. For example, you may want a list of all clients who have had a 'Dental' but have NOT bought a toothbrush.
| ||
| Step 1) | Setup a search for 'Dental' Run the report - Use Disk -> Record as the output | |
| Step 2) | Setup a search for NOT (!) toothbrush, do not include any other criteria. | |
|
Run the report, leave the start number blank and enter
when asked the name used for the earlier report. This will generate the final report. | ||
There are a couple of things to note:
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