If you need to find out which patients have account credit (also known as a "credit balance") on file, you can grab that information with a data export!
Find patients with account credit
You'll want to run a data export for patients. Head to Settings, and then Data exports:
Select "patients" as the type of data to export, and select your date range. If you're looking to see a list of everyone who has credit, you'll want to select "Any time" to "Any time":
Click the Export data button, and your file will be generated.
Once your file is ready, click the Download button:
This will download the file to your computer (it will have a name like
Patients-Cliniko-20180123.csv). It will be in a CSV format, which means it can be opened in most spreadsheet-reading programs (such as Excel).
When you open the file, you'll want to look for column AL, which is titled "Unapplied Account Credit" (you'll probably need to scroll to the right within the spreadsheet to find it):
If a patient has an existing account credit of any amount, it'll show up in that column.
You'll wan't to use your spreadsheet program's filtering tools to "hide" any blank rows, as this will make it easier to see a consolidated list! The tools will be slightly different based on which program you're using, but below is a quick video of how it would work in Excel:
In Excel, you would want to click the "Data" menu, and then the "Filter" tool (which is a little funnel-shaped icon). You can then untick "Blanks" or "zeroes" and as you can see from the video above, that removes any rows that don't have credit. That will be your list!
There are a lot of other handy patient-related reports you can grab, as well—such as who has cancelled or missed their appointment, who has spent the most, and even who doesn't have anything booked in the future. Check out the full range of reporting options here! 📊