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Estimates Report

Submitted by Jimvet on Sat, 13/04/2019 - 13:52
in

Re Estimates Report: Does anyone regularly use this report and consider it to be useful? If so, can I have a chat as to how best to utilise this? 

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Re: Estimates Report

Submitted by Jimvet on Sat, 29/06/2019 - 15:35.

Anyone out there re this?

Re: Estimates Report

Submitted by EastsideVetEmerg on Sun, 30/06/2019 - 23:03.

Hi,

We don't. I only just had a look at the report.

How I might use it now:

- To ensure estimates are being created correctly. Use as a way to improve templates for estimates and train staff that are inaccurately or incompletely estimating.

What would make this report better and REALLY useful for us (IMO).

- Clinican listed with each estimate

- A way to compare estimate to final invoice for associated visit - Including discounting.... THIS would be gold. See where and why persistent under estimating is happening.

Re: Estimates Report

Submitted by EastsideVetEmerg on Sun, 30/06/2019 - 23:36.

on that note - we would pay to have such an upgraded report created

Re: Estimates Report

Submitted by Matt C on Tue, 16/07/2019 - 23:46.

Is the clinician already listed for each estimate in the report?

As far as I can see there is no act_relationship for estimations and invoices to facilitate estimate - invoice reporting though.

 

Cheers

Matt

Re: Estimates Report

Submitted by Jimvet on Mon, 13/07/2020 - 09:08.

I agree with Eastside vets, this report or similar could be very useful if modified. Ideally for me, it would include, by each vet, by a time period (I would run quarterly), with number of estimates written, number invoiced, and amount in $. I would be happy to contribute to development. However perhaps there is an existing report that does this? Please advise.

I also like Eastside vets suggestion for measuring variation between amnt estimated and amnt invoiced.

Re: Estimates Report

Submitted by tanderson on Sat, 18/07/2020 - 18:39.

In OpenVPMS 2.2, the Estimates Report shows the invoice id, amount and difference between the invoice and estimate totals, for those estimates that have been invoiced.

This will only be shown for estimates invoiced after OpenVPMS 2.2 is installed, as there is no relationship between an estimate and invoice prior to this release.

Re: Estimates Report

Submitted by EastsideVetEmerg on Mon, 27/07/2020 - 19:48.

Hi,

That sounds great! Thank you!

Re: Estimates Report

Submitted by Jimvet on Sat, 23/09/2023 - 07:12.

Just wondering if there is still only the one Estimates Report? It would be good just to have a summary of estimates:

1) prepared by number and

2) by $,

vs invoices

3) number invoiced/completed

4) $ invoiced/completed

and ratio of 

5) Vet total number prepared vs vet invoiced

6) Vet total $ prepared vs $ invoiced

Thanks guys

 

Re: Estimates Report

Submitted by tony on Mon, 25/09/2023 - 14:15.

Hi James,

Currently only one Estimates report available as part of the release or contributed. 

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