IDEXX Cornerstone Enhancement Requests
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Reporting

Showing 79

Check In report - move Patient Alerts to top of page

Move patient alerts field of the check in report to more prominent position near patient information at top of report. Add check in alerts.
about 8 years ago in Reporting 0 Future consideration

Reporting - Expiration date report sort by date

Users need to have the inventory expiration date report offer a date sort option so that they can quickly determine which drugs are expired, close to expiring by ascending date order (oldest to newest dates)
almost 4 years ago in Reporting 0 Future consideration

Reports: Client/Patient Master Report Enhancements

User would like: * ability to filter Client/Patient Master Report to display all clients who are active, but do not have any active patients. * display all phones * display secondary names * display email address (currently only on saved file) * f...
over 9 years ago in Reporting 0 Future consideration

Reports: MLSD reporting enhancements

MLSD reporting enhancements: * Statistics by Staff by Practice to reduce need for practice specific staff IDs * Statistics by Species by practice to assess species seen by practice * Performance Tracker by practice * GL Extract by practice/Rev Ctr
over 5 years ago in Reporting 0 Future consideration

Reports: Client audit report (new report)

Have ability to track who made changes to a client (date/time stamp, logged in user ID and action such as modified address, changed credit code, added/removed discount, etc.)
almost 7 years ago in Reporting 0 Future consideration

Add Client and Patient Notes to the Client and Patient prompt reports

Users request the ability to print out client and patient notes on a report (new or existing prompt report)
about 6 years ago in Reporting 0 Future consideration

Ability to get report of invoices or invoice average for all invoices in date range including specific invoice item ID

This would allow us to get average dental invoice, average invoice with ear cytology (ear cases), etc.
about 3 years ago in Reporting 0 Future consideration

Reports: Client/Patient Status Report (new report)

Users would like a report to better track clients and patients over time: * lapsing (inactivated and then reactivated) clients and patients * Number of new Clients added during time frame (monthly), with average transactions for hospital / doctor ...
over 9 years ago in Reporting 0 Future consideration

Reports - create a comprehensive inventory analysis report

user requests a comprehensive Inventory analysis report/spreadsheet by compiling all aspects of inventory reporting (purchase orders, inventory receipts, and profit analysis all in one report to reduce effort to gather needed data to fully assess ...
about 3 years ago in Inventory / Reporting 0 Future consideration

Search recent appointments by breed

user request for the ability to search existing appointments by breed
about 3 years ago in Appointments / Reporting 0 Future consideration