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Public roadmap for development of Serenity's apps reported by our community of users
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ops/set up client billing report #19

Open chris-dare opened 2 years ago

chris-dare commented 2 years ago

Tell us about your request! CE team needs a report to report on bills generated by patients. It lists alls bills generated by patients over a given period of time by payment method. This is the same as the "Panel wise report"

Which app does this concern? Provider portal

What will be benefit of this feature?

Describe the solution you'd like Create a report and dashboard via metabase. The report will be tabular and contain the following fields:

  1. Name of the payer
  2. Patient (beneficiary)
  3. Bill date
  4. Bill id, category, primary performer
  5. Quantity
  6. Rate
  7. Gross
  8. Discount
  9. User name
  10. Name of price tier
  11. Payment method

Filters: Date range Patient mr number Payment method

Describe alternatives you've considered Currrently using the bills displayed in the app. But not a good experience and doesn't show all required details

Additional context N/A