Health Care Plan - Reports

Displays all direct debit subscriptions created within the dates specified.

Note: Work Site filter does not affect this report.

Displays all direct debit subscriptions cancelled within the dates specified.

Note: Work Site filter does not affect this report.

List all joined plans in chronological order of joined date.

Date Criteria: HCP Joined date.

List all joined plans in chronological order of joined date grouped by Plan Name.

List all joined plans in chronological order of joined date grouped by Plan Name where the client paid the full plan value in a single payment.

Shows all plans where a payment has not been received within a calendar month by HCP join date specified. This report is ordered by Month Name, then by Client within the month . 

Shows all plans where a payment has not been received within a calendar month by Payment date specified. This report is ordered by Month Name, then by Client within the month . 

This report shows yearly payments for each new plan joined for each plan. 

This Report shows the following data: Client Name and ID, Patient Name and ID, Plan Name and ID, Plan Joined and Ended Date, Payment amounts across calendar month for the last 12 months, Totals for the last 12 months and the total payments taken for the plan and the number of Months on the current plan.