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.
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.
Keep the Status filter set to Active. It is applied when the page opens, together with the Clinic location filter for your current clinic location.
Select the checkbox at the start of each row you want to export.
Select Export as Excel.
The selected rows are exported to an Excel file.
View 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.
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.