Marketing and Reporting Enhancements

In this article:

Marketing Enhancements

• Merge fields now available for Canadian insurer ID and policy numbers
• Marketing filter for patients without a service plan

Reporting Enhancements

• Excel friendly Sales Report
• Excel friendly Cash Flow Summary Report
• New format for Insurer Transactions Report
• Total available for Inventory Report

Marketing

Merge fields now available for Canadian insurer ID and policy numbers

Canadian Insurer ID and policy numbers can now be displayed on custom forms and letters.

Full details of the merge fields available for your forms can be found on our Template resources page.

Marketing filter for patients without a service plan

A new Hearing aids without service plans marketing filter will allow you to easily target patients with a hearing aid in warranty without a service plan.

More information for adding a service plan to a hearing aid can be found: Here.

Reporting

Excel friendly Sales Report

This report shows all sales, returns, payments, and refunds within the specified date range.

Excel friendly Cash Flow Summary Report

This report shows all payments and refunds within the specified date range.

New format for Insurer Transactions Report

The cleaner format now visible in the Insurer Transactions report will make viewing and analyzing 3rd party transactions more efficient.

Total available for Inventory Report

The Inventory report now includes total columns displaying the value of all In stock and On loan items, as well as a grand total of all items.