New report to see which patients have spent the most

We've just added a new report to Cliniko called "Patients by total invoiced".  Not the catchiest of names, but it is descriptive!  

As you've no doubt guessed by now, it shows all Patients in order of the total amount they've been invoiced. You can even set the period to report on, so good old Bob that previously came in a lot, but hasn't been in lately, won't show up if you just look at the last few months.

The report looks like this (but with your patients in it, not these fakers).

This is going to make it much easier for you to reward your regulars, or just have a better idea of who they are.

We hope you find this handy!

 

 

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Comments

  • Avatar
    Sam Brennan

    Joel, is it possible to have the amount of appointments on this too?
    For some people this could help work out if some products/services may bring in more profit than others.
    It would be a great help to me
    Thanks!

  • Avatar
    Marie Formisano

    Hi, re this report- Tried to print up first few pages. Opened about 5-10pages but it would only print the first page. Tried by all practitioners , all businesses and by individual practitioner. Is it necessary to open entire report ? then to print all pages or do I have to live with Copy and paste into Excel. Marie

  • Avatar
    Joel Friedlaender

    HI Sam, could you give me a bit more info about what you want to see? It sounds like this report might not be the place for it. The practice revenue report does already show revenue by product/service. Does that do what you want?

    Hi Marie, could you please send an email to support@cliniko.com with details, I'm not sure why that would happen.

  • Avatar
    Casey Truffo

    HI there. I love the idea of this report. Except for one thing - it doesn't include archived patients. I'd like to see over the year (by practitioner) which clients spent the most even if they are no longer coming.
    Thanks!

  • Avatar
    Casey Truffo
    Edited by Casey Truffo
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