Report for clients/patients NOT seen in 2years

Submitted by Guest on Wed, 05/04/2017 - 17:15

General User's Discussion

Hi Brains Trust,

I'm wondering if anyone can tell me if there is a report that enables us to find clients (and/or patients) whom we have not seen in 2 yrs or 4 yrs etc?

In essence - trying to capture "lost/inactive" clients by reporting (on "no activity perhaps from clinic sales or visits etc??") within a certain chosen time frame.

Thanks kindly,

Jess

Re: Report for clients/patients NOT seen in 2years

Submitted by tanderson on Wed, 05/04/2017 - 18:34.

Tim Gething put together a Customer Retention Report for OpenVPMS 1.9.1 which may provide what you want. See the attached.

Attachment	Size
Customer Retention Report.jrxml	52.81 KB

Re: Report for clients/patients NOT seen in 2years

Submitted by tgething (not verified) on Thu, 06/04/2017 - 04:00.

Jess - when you run this for the first time, you will probably find the parameter selection screen a little confusing/complicated. My strong advice for the first run, is to check the 'Display explanation' checkbox and set the 'Period (months)' parameter to 1 (to minimise the amount of data being examined). Then read the explanation and re-run with the actual parameters you want/need.

The resource library contains an earlier version of this report - but also an export version (see http://www.openvpms.org/customisation/export-lost-customer-postal-and-em... ) which may be useful if you want to mass mail your lost customers with a 'why did you leave/what can we do to get you back' campaign.

Finally, you did not say what version of OpenVPMS you are running. If 1.8, then the system may bitch about the fact that the 1.9.1 report is targetted at JasperSoft Reports 6.2. If so yell and I will back-port it.

Regards, Tim G

Re: Report for clients/patients NOT seen in 2years

Submitted by Jessica DVVH (not verified) on Thu, 06/04/2017 - 09:29.

Hi Tim,

Thanks for this info.

We are running the latest version being 1.9.1.

So is it safe to assume that this report should run ok?

Thanks muchly,

Jess

Re: Report for clients/patients NOT seen in 2years

Submitted by tgething (not verified) on Thu, 06/04/2017 - 10:25.

Since you are running 1.9.1 - if your integrator installed the 1.9.1 reports, the Retention report will already be there. The Export report from the resource library (which says it is for version 1.8+ will also run happily).

Regards, Tim G