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 How Do I See how much a Patient has spent?

Patient Spend is turned on by default. It can be configured in Menu - Setup - Patients: please see How Do I Setup Patient Spend?
A "medal" will be displayed on the Patient Record throughout FLEX. By default, they will have a:

  • Gold medal if they are in the top 10% of spenders in the last 36 months.
  • Silver medal if they are in the top 25% of spenders in the last 36 months.
  • Bronze medal if they are in the top 50% of spenders in the last 36 months.
  • A Blue medal if they are in the remainder. An example is shown below:



Hovering over this will show their actual rank (e.g. 26/850) and how much they have spent or paid (dependant on setup).