Practice / Reports

Ask your own questions — from a catalogue, not a query language.

Pick a subject, the columns and the conditions, and get an answer nobody had to build a page for: urgent referrals by fax last quarter, no-shows by location. Anything outside the catalogue cannot be asked, by design.

Try it in the live demo All modules

A report of urgent referrals since July, newest first, with columns for when each arrived, priority, how it arrived, speciality, referring doctor and status, and buttons to download it as CSV and save it. — A practice manager answers their own question — without a query language. Shown with sample data.

What it does

Reports, in practice

Four subjects

Appointments, referrals, reminders and payments, each with a fixed list of columns.

Conditions without a query language

Up to three conditions — is, is not, contains, before or after, at least or at most, empty or not — and a sort order. An unknown column stops the report rather than quietly dropping a filter.

No names to select

Patient names cannot be chosen as a column; the appointments report gives a patient reference only.

Downloads are exports

CSV download is a separate permission and is recorded in the audit log as a patient-data export. Running a report is logged too.

Saved and re-run

Reports can be saved by name and run again later.

How it works

From the first step to the last

1
Pick a subject
Appointments, referrals, reminders or payments.
2
Choose columns and conditions
From the catalogue, up to three conditions.
3
Run, save or download
On screen, saved for later, or as a CSV.

What it needs

Before you switch it on

Nothing elseWorks on its own, with or without an EMR connected.

Every module switches on and off by itself, per clinic, with its own screens, permissions and audit trail.

Worth knowing

It lists matching rows — there are no totals or grouped counts yet — and stops at 500 rows on screen and in the CSV. Anything outside the catalogue cannot be asked, by design.

Goes well with