You can report on health plans in three ways: list the clients and patients with active subscriptions, view payment details, and count how many health plans were sold in a period. The first two come from the Health plan page. The third uses the Item sales report.
Note: A new version of the Health plan page is reaching clinics in stages. If the Overview tab shows a checkbox at the start of each row, you have the new page. Where the two versions work differently, the steps below say New page or Old page.
View a List of Clients and Patients on Health Plans
The Health plan page lists the clients and patients with health plan subscriptions. To list the clients and patients with active subscriptions and export the list:
Go to Billing > Health plan.
Show only active health plan subscriptions.
New page: the Status filter is set to Active when the page opens. The Clinic location filter is also applied, set to your current clinic location.
Old page: filter for Active health plan subscriptions.
Select the rows you want to export.
New page: select the checkbox at the start of each row.
Old page: select the rows in the list. A menu opens at the bottom of the page. To select every row on the page, select Select all rows on page.
Export the rows.
New page: select Export as Excel.
Old page: select Export / Print > List of selected rows.
The selected rows are exported to an Excel file.
View and Export Health Plan Payment Information
Health plan payment details are on the Payments tab of the Health plan page:
Go to Billing > Health plan.
Select the Payments tab at the top of the page.
Filter the list to show the payments you want.
On the old page, you can also export payments: select the rows you want, then select Export / Print > List of selected rows.
Track Health Plans Sold
To view a summary of health plans sold during a specific period, use the Item sales report:
Go to Reporting > Reports > Item sales.
In the Item filter, select the item configured as Item used for charging monthly payments in your health plan template. See Create a Health Plan for more information.
Set the date range and select Generate report.
The Quantity column shows the number of health plans sold in the selected period. For more information, see Generate Item Sales Report.