Fee Levels and Patients List


This report generates a list of all patients allocated to a specific fee level. 

You can see the percentage of patients allocated to each of the fee levels for a selected period of time or all dates.

Patient details can be viewed on the report so you know exactly who is allocated to each fee level.

Report Parameters

  1. Click the navigation menu > Management > Reports page

  2. Fee Levels and Patients List report

  3. Select the report parameters

    1. Fee Level: Select from the drop list the individual or all fee levels to base this report on

    2. Location: Select if applicable

    3. Provider: This is the main provider that is set in the patient details. You can select an individual provider or all

    4. First Seen Date: This refers to the patients first time at the surgery; the first day treatment was entered. The field for first seen date is found in the patient details tab. You can select a date range or select all dates

    5. Show Inactive Providers as well: Tick to include providers no longer working at the practice

    6. Show Totals Only: The report defaults to view the patient details unless you put a tick in the show totals only box

    7. Click OKmceclip0.png

Report - Full Details Showing

If the report is left as the default of viewing the patient’s details, the below details will be shown.

  • Patient No.

  • First Seen Date

  • Patient Surname

  • Patient First Name

  • Provider Code

At the end of each fee level there will be a sub-total showing a count and percentage of patients allocated to the fee level.


Report - Totals Only Showing

If you have selected to only view the totals of this report, you will get a listing of all the sub-totals for each fee level with the total count and percentage allocated


Create a New Fee Level


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