Debtors by clinician

Hi ​@ciaras thanks for your question, I have checked with the product team.

We don’t allow the filtering of Invoice reports per practitioner, as an invoice doesn’t have a practitioner owner, as such - one invoice could contain work for several practitioners.

It is possible to find unpaid treatment items, through the Practitioner Activity report, filtered by practitioner who carried out the TPI and whether it is paid. However we understand that this doesn’t filter out un-invoiced work, just unpaid. The product team said that if you can assume that completed work is also invoiced, it will give you what you’re after.

If that doesn’t solve your issue, please provide more detail and I will raise it as a feature request.

HI thanks for that

i just tried to run for a practitioner in the practice for all unpaid from 010725 to catch any older debts

The only filter i changed was the clinician to select one and then the status to unpaid.

This brings back patients with no debt and patients where the debt is not the same value. Some of the patients on this list when i go into the chart have no balance owing.

I understand what you are saying about invoices containing multiple items and that one invoice may not be owned by a single dentist but can you direct me where to run the report of which clinicians are owed which items of treatment.

​@ciaras no problem, so the report I referenced is the ‘Practitioner Activity’ report. You can find out more here - but keep my guidance above in mind when using it.

It is possible to find unpaid treatment items, through the Practitioner Activity report, filtered by practitioner who carried out the TPI and whether it is paid. However we understand that this doesn’t filter out un-invoiced work, just unpaid. The product team said that if you can assume that completed work is also invoiced, it will give you what you’re after.

I have passed your original feedback onto the product team!

yes i ran that one thanks and encountered the issues mentioned above. 

i will raise with our customer success manager as have a call next week about the many issues with dentally. thanks for your help