Report Descriptions

Note

This article relates to both the TM2 and TM3 versions of the desktop software.

This guide will show you the different reports that come pre-installed within TM2.

Patient

Birthdays

Lists the details of patients who have had an appointment at the practice in the last specified number of months. Groups records by month.

Graphs / Tables: No

User Parameters: Number of Months.

Noncurrent Patients by Practitioner

For each practitioner, lists all the patients (names and addresses) who are currently marked as non-current in the system.

Graphs / Tables: Yes - Bar Chart count of non-current patients

User Parameters: None - Prints for all Practitioners

Patient Attendance

Lists the details of all patients who have attended an appointment between two specified dates.

Graphs / Tables: No

User Parameters: Date Range for the Patients last Appointment

Patient Enquiry Source

Lists all the patients (names and addresses) for each enquiry source between the selected dates.

Graphs / Tables: Yes - Pie Chart representing a proportion of registrations for each Enquiry Source

User Parameters: Patient Registration Date Range

Patient Registrations

Lists patient details for patients registered between the selected dates, grouped in the manner selected by the user.

Graphs / Tables: Yes - Line Graph and Table Summarising Results

User Parameters: Patient Registration Date Range, Group by Parameter (Age group, Postcode, Registration Month, Occupation, Gender, Practitioner)

Finance

Accounting Report

Lists details of billing items, grouped by the Stock Ledger Code. This report can be used to list your data for input into an Accounts Package.

Graphs / Tables: No

User Parameters: Date Range

Accounts in Credit or Debt

Lists all accounts (patient and group) which either have a credit balance or a balance in debt. Displayed in Alphabetical order by Account Name.

Graphs / Tables: No

User Parameters: User can select accounts in Credit of Accounts in Debt.

Aged Debtors

List of all Invoices (Patients and Groups listed separately) where there is debt outstanding. Debt is categorised into current, 30, 60 and 90 days. All sections are totaled. Note that this report is based on Invoiced amounts and does not include non-invoiced billing items. The report is ordered by age and amount of invoice.

Graphs / Tables: No

User Parameters: No

Billed Items by Practitioner

This report is based on Billing Items created in the system (either Stock or Consultancy) and lists all grouped by Practitioner. The user has the option to include unpaid Billing Items. Includes information on write-offs and discounts related to the invoices that the items belong to.

Graphs / Tables: No

User Parameters: Stock or Consultancy, Billing Item Creation Date Range, Include unpaid Billing Items, Display Practitioner Commission.

Billed Items Summary

This report shows the total amount of billing items created for each stock item and calculates the total cost for each stock item.

Graphs / Tables: No

User Parameters: Select individual charge or all charges, Billing Item Creation Date Range, Select location/s.

Debtors by Account

This report is similar to the Aged Debtors Report except that is displays results in Alphabetical order by Account Name.

Graphs / Tables: No

User Parameters: No

Debtors on a Date

This report lists all the debtors on a data specified by the user.

Graphs / Tables: No

User Parameters: Date

Income Summary by Practitioner

Lists all payments on the system. Grouped by the practitioner, Day and Week. Note that this shows payments only, regardless of their reconciliation status.

Graphs / Tables: No

User Parameters: Date

Income Summary by Practitioner (Common PDQ)

Lists all payments on the system. Grouped by Practitioner, Day and Week. Note that this shows payments only, regardless of their reconciliation status. This includes a calculation based on a Practice having on Shared PDQ machine which is shared by all practitioners. This report uses practitioner commission % to calculate the balance of money owed / due assuming practitioner salary is commission based.

Graphs / Tables: No

User Parameters: Date Range, Show Detail - List all payments or just summaries, Show Daily Totals

Income Summary by Practitioner Inc Advanced Incomes

Lists all payments on the system. Grouped by the practitioner, Day and Week. Note that this shows payments only, regardless of their reconciliation status. This includes payments which have been received prior to the date range used but which have been used to pay invoices during the date range (which are not included in the standard Income Summary by Practitioner report)

Graphs / Tables: No

User Parameters: Date Range, Show Details - List all payments or just summaries, Show Daily Totals

Invoice Summary Report

Lists all invoice details between selected dates.

Graphs / Tables: No.

User Parameters: Invoice Date Range.

Invoice Summary by Practitioner

Shows invoices linked to each practitioner. Grouped by each practitioner and shows the status of each invoice: paid, unpaid, partly paid.

Graphs / Tables: No

User Parameters: Date Range, Check the box for all transactions

Monthly Practice Expenditure

Table of total expenditure by month between selected dates.

Graphs / Tables: Yes - Line Graph of Results

User Parameters: Expenditure Date Range

Negative Charges (Discounts, Credits, and Write-Offs) Report

Shows the total number of negative charges for each practice.

Graphs/Tables: No

User Parameters: Date Range, Select location.

Payment Profile

Shown a graph and a pie chart of the analysis of the time taken to pay invoices between the selected dates.

Graphs / Tables: Yes - Pie Chart and Graph of Results

User Parameters: Invoice Date Range

Practice Expenditure Detail

Lists the detail of all expenditure items between the selected dates and grouped by the selected option. Totals included.

Graphs / Tables: No

User Parameters: Expenditure Date Range, Group by Category, Supplier or Payment Type

Practice Income

Report on all recorded payments between the dated specified. Payments broken down by year, month and day with all sections totaled. Note that this report is based on recorded income and NOT on invoices amounts. Includes a breakdown of Income Payment and method.

Graphs / Tables: No

User Parameters: Income Date Range

Stock Re-Order

Lists all stock items which are in use and are at or below their minimum stock level and should be re-ordered.

Graphs / Tables: No

User Parameters: No

Stock Sales and Reorder

Lists all stock sales between two dates and indicates which ones if any need reordered at their current levels.

Graphs / Tables: No

User Parameters: Billing Item create date Range (Sale Date)

Un-Invoiced Billing Items by Account

Lists all un-invoiced Billing Items in account order (Patient and Patient Groups separately) with totals.

Graphs / Tables: No

User Parameters: No

Unreconciled Payments

Lists all unreconciled payments by account name and includes full payment amount, payment method and amount unreconciled.

Graphs / Tables: No

User Parameters: Include part reconciled Payments, Exclude part reconciled Payments

Cases

Admissions Analysis

Lists all cases between the specified dates and categorised by the selected parameter

Graphs / Tables: Yes - Pie Chart for summarising analysis

User Parameters: Admission Date Range, Group by Parameter (Admission Code, Patient Occupation, Age Group, Diagnoses, Body Site, GP/Consultant)

Admissions Analysis by Patient Group

The same as Admissions Analysis Report except it is grouped by Patient Group

Graphs / Tables: Yes - Pie Chart for summarising analysis

User Parameters: Admission Date Range, Group by Parameter (Admission Code, Patient Occupation, Age Group, Diagnoses, Body Site, GP/Consultant)

Average Treatments per Diagnosis by Practitioner

For each practitioner, show the count of the number of cases with each Diagnosis Code during the period selected

Graphs / Tables: Yes - All data in table and bar graph format

User Parameters: Admission Date Range

Cases Due for Review

For the review time range specified, reports the cases which have a review date set.

Graphs / Tables: No

User Parameters: Review Date Range

Current Case Load

For each practitioner, lists all cases which are currently open ( do not have a discharge date)

Graphs / Tables: No

User Parameters: No

Outcome Analysis

Tables and Pie Charts of counts for all the outcome analysis codes for each practitioner and their patients during the specified time period.

Graphs / Tables: Yes - All data in Tabular and Pie Chart format

User Parameters: Discharge Date Range

Discharge Analysis

Gives details of patient discharges between two specified dates.

Graphs / Tables: Yes - Optionally a Graph and Table for the case breakdown for each group category. Pie Chart with the overall discharge breakdown.

User Parameters: Discharge Date Range, Group by Parameter(Admission Code, Patient Occupation, Age Group, Diagnosis Category, Body Site, Referring GP, Patient Group, Discharge Status, Practitioner), Option to show the details of each case, Option to show the number of treatments by Case Graphs.

Diary

Activity Stats

Displays statistics of utilisation of practitioners sessions and special sessions, for every practitioner.

Graphs / Tables: Date displayed in a table showing appointment time, meeting time, other time and total columns.

User Parameters: Date Range

Appointment Cancelations

By the practitioner, the details, and count of canceled appointments between the specified dates.

Graphs / Tables: No

User Parameters: Appointment Start Date Range

Appointment Cancelations by Group

By a practitioner, the details, and count of canceled appointments between the specified dates, grouped by Patient Group.

Graphs / Tables: No

User Parameters: Appointment Start Date Range

Appointment DNAs by Patient Group

By a practitioner, the details, and count of canceled appointments between the specified dates, grouped by Patient.

Graphs / Tables: No

User Parameters: Appointment Start Date Range

Appointment Summary

Lists appointments in order of date per practitioner. Appointments are colour coded, as they appear in the TM2 Diary.

Graphs / Tables: no

User Parameters: Date Range

Appointment Summary by Patient Group

Lists appointments in order of date per practitioner. appointment are colour coded, as they appear in the TM2 Diary. Grouped by Patient Group.

Graphs / Tables: No

User Parameters: Date Range

Appointment DNAs

By Practitioner, the details and count od DNA appointments between the specified dates.

Graphs / Tables: No

User Parameters: Appointment Start Date Ranges.

Non-Actioned Appointments

For each practitioner, lists all appointments in the past which have not been marked completed, canceled or DNA.

Graphs / Tables: No

User Parameters: None

Non-Billed Appointments

For each practitioner, lists appointments which have been marked as completed, canceled or DNA but which do not have an attached billing item.

Graphs / Tables: No

User Parameters: Date Range.

Patient Recall (Basic)

For each practitioner, lists patients and their details who have not returned since the last completed appointment.

Graphs / Tables: No

User Parameters: Date Range of last completed appointment, Open or Closed Cases.

Patient recall List (Case Specific)

For each practitioner and grouped by private patients and groups (if selected), lists patients and their details who have not returned since the last completed appointment in the date range selected and includes Case Reference, Admission Date, and Body Site.

Graphs / Tables: No

User Parameters: Date Range of last completed appointment, Open or Closed Cases, Include / Exclude Patient Groups.

Practice Groups Activity Stats

For selected Patient Group, lists statistics in the following areas:

• Appointment Breakdown - % from group vs. overall in a clinic
• Case Waiting Times - Min, Max and Average times between referral and admission
• Case Referrals - % of referred cases from the group vs. clinic overall
• Referrals Breakdown - the breakdown of the type of referrals made
• Case Auditing - a breakdown of cases that have been marked as audited
• Standard Care Pathways - a breakdown of cases marked as following standard care pathway
• Onward Referrals - a breakdown of cases with onward referral
• Sessional Average by Sub Speciality
• Satisfaction Survey Completed - % of group members who have completed a satisfaction survey
• Patient Complaints - the breakdown of patient complaints in the clinic
• Financials - the breakdown of financial statistics for the group

Graphs / Tables: Yes

User Parameters: Date Range, Patient Group for Statistics.

Practice Tracking Report

A high-level overview of clinic appointments to ensure patients are not 'lost' or forgotten. Lists appointments and related information including charges, highlighting areas to be addressed including patients who need to be re-booked.

Graphs / Tables: No

User Parameters: Date Range, All Practitioners or Specific Practitioners.

Practitioner Availability Report

Shows practitioner/s total session time per week + Meetings, Holidays, Appointments and Classes, Canceled appointments, DNA appointments and the available sessions.

Graphs / Tables: Yes - Monthly Summary (if checked)

User Parameters: Date Range, Select practitioner/s, Select location/s, Checkbox for Show monthly summary.

Online

Online Appointments Summary

Only relevant to TM2 Online Users, this report gives monthly summaries of how many appointments have been booked online. also, allows drill-down to appointment details.

Graphs / Tables: Yes - Bar Graph of monthly totals of appointments.

User Parameters: Appointment Start Date Range.

Central

Activity Stats

Breakdown of practitioner working times. Calculates total appointment, meeting and other event time - inside and outside sessions.

Graphs / Tables: Table breakdown of all events inside and outside sessions, with totals. Per practitioner and per location.

User Parameters: Date Range, Location Name, Option to Group by Region.

Aged Debtors

List of all Invoices (Patients and Groups listed separately) where there is debt outstanding. Debt is categorised into current, 30, 60 and 90 days. All sections are totaled. Note that this report is based on invoice amounts and does not include non-invoiced billing items. The report is ordered by age and amount of invoice.

Graphs / Tables: No

User Parameters: Options to hide invoices for accounts which are balanced, Location Name, Option to group by Region.

Appointment Cancelations by Group

Shows which patients have canceled appointments - grouped by patient group (private, insured etc..).

Graphs / Tables: No

User Parameters: Select location/s, Date Range.

Appointment DNAs by Patient Group

Shows patient DNA appointments - grouped by patient group (private, insured etc..).

Graphs / Tables: No

User Parameters: Select location/s, Date Range.

Appointment Summary

For each clinic and by each practitioner, list of appointments and related information.

Graphs / Tables: No

User Parameters: Date Range on Admission Date, Location Name, Option to group by Region.

Appointment Cancelations and DNA

All canceled and DNA appointments, where a fee was charged.

Graphs / Tables: Yes

User Parameters: Date Range on Admission Date, Location Name, Option to Group by Region.

Average Treatments per Condition

Statistics for all conditions (Body Site). For discharged cases only.

Graphs / Tables: Table with total cases, total treatments, max, min, mode and mean treatments in a case.

User Parameters: Date Range on Admission Date, Location Name, Option to group by Region.

Average Treatments per Diagnosis by Practitioner

An average number of treatments per diagnosis.

Graphs / Tables: Yes

User Parameters: Date Range on Admission Date, Location Name, Option to Group by Region.

Billed Items by Practitioners

For each clinic (as selected) and by each practitioner, list of billing items created over a date range.

Graphs / Tables: No

User Parameters: Date Range, Location Name, Option to group by Region, Include Consultancy, Stock Items or both, Include / Exclude Unpaid Billing Items, Display Practitioner commission amounts, New page per Practitioner, Include / Exclude Cancelation / DNA Charges.

Chargeable Transactions

Billing Items by Client Type (Patients and Groups). Groups are broken down into Group Classification.

Graphs / Tables: No

User Parameters: Date Range, Show Consultancy or Stock Items (or both), Shown unpaid billing items, Location Name, Option to Group by Region.

Corporate Appointments booked by Corporate

All appointments and details for groups with a Group Classification of 'Corporate'.

Graphs / Tables: No

User Parameters: Date Range, Location Name, Option to Group by Region.

Debtors by Account

This report is similar to the Aged Debtors Report except that it displays the results in Alphabetical Order by Account Name (Patient or Patient Group).

Graphs / Tables: No

User Parameters: Option to hide invoices for an account which are balanced, Location Name, Option to Group by Region.

Discharge Analysis

Statistics summary of Discharged Cases.

Graphs / Tables: Bar Chart of the number of cases per discharge status. Every Region. Overall Pie Charge showing percentages of discharge status.

User Parameters: Date Range on Discharge Date, Showcase details, Location Name, Option to Group by Region.

Enquiry Source

Shows registration date of each patient - grouped by enquiry source (newspaper, word of mouth etc..).

Graphs / Tables: Yes - Pie Chart showing % of each Enquiry Source.

User Parameters: Select location/s, Select Date Range.

Income Summary by Practitioner

Lists all payments on the system. Grouped by Practitioner, Day and Week. Note that this shows payments only, regardless of their reconciliation status.

Graphs / Tables: No

User Parameters: Location Name, Option to Group by Region, Date Range, Show Detail - List all payments or just summaries, Show daily / weekly totals, Option for which day of the week to begin the report.

Injury Type

Totals of Injury Cause

Graphs / Tables: Table with Injury Types and totals per location.

User Parameters: Location Name, Option to Group by Region.

Invoice Summary

Shows the status of each invoice (paid, unpaid, part-paid, write-offs). Calculates the total paid and the amount unpaid.

Graphs / Tables: No

User Parameters: Select location/s, Select Date Range.

Lapsed Patients

Patients with open cases that haven't returned since a given date.

Graphs / Tables: Table of cases, with details of patient and case

User Parameters: Date - Display open cases with admission date before this date, Location Name, Option to Group by Region.

New Patients by Period

All patient registrations in a given date range

Graphs / Tables: Overall Bar Chart with numbers of Patients, grouped by year; Overall table of registrations

User Parameters: Date Range on registration date, Option to group by Location / Region.

Non-Actioned Appointments

Appointments that are in the past of which the status is still set to 'Booked'

Graphs / Tables: No

User Parameters: Location Name, Option to Group by Region.

Outcome Measures

Statistics for all outcomes of cases

Graphs / Tables: Table of total 'Patient Outcome' per practitioner, table of 'Total Practitioner Outcome, per practitioner, Pie Chart of total 'Patient Outcome' per location, Pie Chart of total 'Patient Outcome' per region

User Parameters: Date Range on admission date, Location Name, Option to Group by Region.

Patient Enquiry Source

Similar to Enquiry Source report except it doesn't show patient registration date.

Graphs / Tables: Yes - Pie Chart showing % of each Patient Enquiry Source

User Parameters: Select location/s, Date Range.

Patient Registrations

Showing all patients registrations within a given date. The user has the option to choose the grouping; grouped by Patient Group. Total registrations for these groups and for location and region.

Graphs / Tables: Bar Chart showing the numbers of registration per group. Table showing the number of registrations for every day in the date range

User Parameters: Date Range on registration date, Option to choose how you would like to group the report, Location Name, Option to Group by Region.

Practice Groups Activity Stats

For selected Patient Group, lists statistics in the following areas:

• Appointment Breakdown - % from group vs. overall in the clinic
• Case Waiting Times - Min, Max and Average times between referral and admission
• Case Referrals - % of referred cases from the group vs. clinic overall
• Referrals Breakdown - the breakdown of the type of referrals made
• Case Auditing - the breakdown of cases that have been marked as audited
• Standard Care Pathways - the breakdown of cases marked as following standard care pathway
• Onward Referrals - the breakdown of cases with onward referral
• Sessional Average by Sub Speciality
• Satisfaction Survey Completed - % of group members who have completed a satisfaction survey
• Patient Complaints - the breakdown of patient complaints in the clinic
• Financials - the breakdown of financial statistics for the group

Graphs / Tables: Yes

User Parameters: Date Range, Patient Group for Statistics.

Patient Income

Breakdown of all Payments Received.

Graphs / Tables: No

User Parameters: Date Range - Income between dates, Show Detail - Breakdown of payment details, Include Daily totals, Location Name, Option to group by region.

Referrals

Cases by Case Referral. Between two given dates.

Graphs / Tables: No

User Parameters: Date Range on Admission Date, Location Name, Option to group by Region.

Uninvoiced Billing Items by Account

Lists all uninvoiced Billing Items in account order (Patients and Patient Groups separately) with totals.

Graphs / Tables: No

User Parameters: Location Name, Option to Group by Region.

Unreconciled Payments

Lists all unreconciled or part-reconciled payments, grouped by location.

Graphs / Tables: No

User Parameters: Location Name, Option to Group by Region, Include part-reconciled payments, Exclude part-reconciled payments.