Last Updated

Group

Title / (Notes)

Search Criteria

Excludes

18/02/2016 17:25:56

Orders

Order collections between 2 dates

• Order status date

• Non-confirmed dispenses
• Not marked as collected

17/02/2016 15:48:59

ST Exam Records

Patients tested by date range without an email

• Branch
• Valid email (contains ‘@’)
• Sight exam date

• Deceased

17/02/2016 15:45:02

Scheme

Scheme patients by lens desc. keyword

• Branch
• Lens description

• Inactive schemes

15/02/2016 17:28:08

Patients

Patients in a Loyalty Plan

• Loyalty plan

• Deceased

12/02/2016 11:18:25

Patients

SILVER Spenders

Uses the 'Patient Total Spend' criteria in FLEX (Setup->Patients->Patient Total Spend')

12/02/2016 11:17:59

Patients

GOLD Spenders

Uses the 'Patient Total Spend' criteria in FLEX (Setup->Patients->Patient Total Spend')

12/02/2016 11:16:32

Patients

BRONZE Spenders

Uses the 'Patient Total Spend' criteria in FLEX (Setup->Patients->Patient Total Spend')

09/02/2016 12:01:05

Appointments

Appointment Return Reasons

• Return reason
• Appointment date

09/02/2016 11:40:29

Patients

Px in loyalty plan & last appt between 2 dates

• Branch
• Appointment date
• Loyalty plan

• Deceased

09/02/2016 10:48:39

Appointments

Px last appointment between 2 dates by age

• Branch
• Appointment date
• Age

• Deceased
• Marked as no ST / CL / AD reminders

03/02/2016 16:29:55

Till

Best selling Brands

• Branch
• Receipt date
• Supplier

• Credited items
• Void items

03/02/2016 11:08:47

Till

Stock sold by Supplier & Brand

• Branch
• Receipt date
• Supplier
• Brand

• Credited items
• Void items

01/02/2016 16:09:18

Scheme

Scheme Package (Custom will not work)

(Note: Custom scheme packages will not work as the description is unique for each customer)

• Package description

• Inactive schemes

01/02/2016 13:36:56

Scheme

Scheme Patients - Active schemes only

• Scheme name

• Inactive schemes

01/02/2016 12:14:49

Patients

Active Patients (ST or CL Exam) by date & age

• Branch
• Age
• Sight exam or C/L exam date

• Deceased
• Marked as no ST / CL / AD reminders

29/01/2016 13:25:03

Till

Px with Appts by Date, by Spend by Age, by SG

• Sales group
• Age
• Receipt date
• Spend level
• Appointment date

• Deceased
• Void items

25/01/2016 21:28:41

Patients

Patients with email & Rx by date range & gender

• Age
• Gender
• Valid email (contains ‘@’)

• Deceased
• Patients with no Rx

25/01/2016 15:38:08

Patients

Patients with email addresses by age

• Valid email (contains ‘@’)
• Age

• Deceased

13/01/2016 12:36:37

Patients

Number of households / patients

• Deceased

30/12/2015 14:23:13

ST Exam Records

Patients who were due a ST, who have not returned.

• ST recall due date

• Deceased
• Marked as no ST reminders

23/12/2015 14:28:30

Till

Top patients by spend (Split Address)

• Number of results to display
• Date item sold
• Gender

• Void items
• Credited items

23/12/2015 14:26:38

Till

Top patients by spend

• Number of results to display
• Date item sold
• Gender

• Void items
• Credited items

21/12/2015 16:48:14

Patients

Px Sent Recall SMS, No Appointment Booked

• Recall sent date
• SMS only

• Patients without booked appointment

21/12/2015 16:48:09

Patients

Px Sent Recall Email, No Appointment Booked

• Recall sent date
• EMAIL only

• Patients without booked appointment

21/12/2015 16:48:00

Patients

Px Sent Recall Letter, No Appointment Booked

• Recall sent date
• LETTER only

• Patients without booked appointment

21/12/2015 13:26:46

Patients

New Patients

• Date patient record added
• Branch

• Deceased

15/12/2015 17:17:30

Patients

Patients who bought a Specific Item

• Stock item
• Item purchased date

02/12/2015 10:51:05

Orders

Contact lens collection history - From WIP

• Collection date

01/12/2015 13:57:35

Appointments

Cancelled Appointments Between 2 Dates

• Cancellation date

• Deceased
• Marked as no ST / CL / AD reminders

27/11/2015 13:17:11

CL Exam Records

Patients who were due a CL exam and not returned.

• CL recall due date

• Deceased
• Marked as no CL reminders

27/11/2015 13:15:37

CL Exam Records

CL 'Aftercare' records by date range

• CL exam date
• CL record type = 'Aftercare'

• Deceased

25/11/2015 12:17:01

Appointments

Appointments by Type, Optom & Date Range

• Appointment date
• Staff member

25/11/2015 12:16:51

Appointments

Appointment by Type & Date Range

• Appointment date

16/11/2015 11:40:26

Patients

Patients between two ages with Gender

• Gender
• Age

• Deceased

27/10/2015 16:44:00

Management

Diary Days Worked

• Appointment date
• Staff members

22/10/2015 16:17:39

Appointments

Cancelled Patients between two dates

• Cancellation date

22/10/2015 16:14:16

Scheme

Collections Due - Active schemes only

• Scheme
• Next collection due date

• Inactive schemes

22/10/2015 15:35:23

Patients

Birthdays THIS month

• Age

• Deceased

16/10/2015 13:56:19

Appointments

Failed Patients between two dates

• Appointment date
• Appointment status = ‘Failed’

16/10/2015 13:55:16

ST Exam Records

New patients who have no sight test record

• Date patient added

• Patients with no ST record

16/10/2015 13:55:06

Patients

New patients with no ST or CL records

• Date patient added

• Patients with no ST or CL record

16/10/2015 13:54:52

CL Exam Records

New patients who have no contact lens records

• Patient record added date

16/10/2015 13:54:27

Clinical

Clinical billing by staff member

• Staff member
• Date of billed item

16/10/2015 13:54:27

Dispense

Patients tested who had no dispense

• Sight exam date
• New Rx issued = ‘True'
• Dispense date

16/10/2015 13:54:05

Contact Lenses

Px's wearing a specific lens

• Lens description (R or L)
• CL record type = 'Aftercare'
• Age

12/10/2015 16:19:06

ST Exam Records

Patients tested by date range with a mobile

• Branch
• Sight exam date

• Deceased
• Records with invalid mobile number
• mobile number starts ‘07’

12/10/2015 16:19:00

ST Exam Records

Patients tested by date range with an email

• Branch
• Sight exam date

• Deceased
• Records with invalid email address
• Email contains ‘@’

29/09/2015 16:50:34

ST Exam Records

Patients tested by date range

• Branch
• Sight exam date

• Deceased

16/09/2015 10:01:26

CL Exam Records

CL 'Fit' records by date range

• CL exam date
• CL record type = 'Fit'

• Deceased

16/09/2015 09:54:11

CL Exam Records

ALL contact lens examination by date range

• CL exam date

• Deceased

07/07/2015 14:26:00

Contact Lenses

Contact Lens Collection List

• Next collection due date

• Deceased

21/05/2015 21:11:33

Dispense

Dispenses by Branch within Date Range

• Branch
• Dispense date
• Dispense value

14/05/2015 09:40:01

Patients

Patients with mobile phone numbers

• Deceased
• Records with invalid mobile number
• mobile number starts ‘07’

11/05/2015 14:12:20

Patients

Patients by age range & lifestyle category

• Age
• Lifestyle category

• Deceased

03/03/2015 14:41:12

ST Exam Records

Patients tested by date range & lifestyle cat.

• Sight exam date
• Age
• Lifestyle category

• Deceased

28/01/2015 23:13:52

Patients

Patients by age, lifestyle category & distance Rx

• Age
• Lifestyle category
• Sphere range

• Deceased

28/01/2015 23:13:34

Patients

Patients by age, lifestyle category & have no Rx

• Age
• Lifestyle category

• Deceased

28/01/2015 23:13:16

Patients

Patients by age, lifestyle category & near Rx

• Age
• Lifestyle category
• Sphere range

• Deceased