Enter the Reports module, and open the Physicians tab in the Report Types section to access Physician reports. Physician reports track data surrounding the prescribing physicians saved to the licence holder's system. Hover over a report heading to view the report's mandatory and optional filter fields, and click on the report heading to generate the report, in CSV format.
Data in the reports is refreshed once daily. Historical reports display information on the day's opening inventory at 8:00 am local time, while standard reports display information based on snapshots taken at midnight.
Note: Generating a report with a large date range may take several minutes while data is collected. Try downloading reports periodically or wait until off hours for report generation.
The Seed-to-Sale software currently offers two distinct Physician reports:
Physician Tracker
An overview of physician information and the total number of clients prescribed by each physician on a given date.
Required Filter Fields: Start date.
Optional Filter Fields: Produce a report that tracks physicians by Referral Code.
Data Points Pulled for each physician:
Full name, including title
Business name
Address, including street, city, province, and postal code
Telephone number
Fax, if applicable
Licence number
Referral Code, if applicable
Number of patients associated to the physician
Number of active patients associated to the physician
Email address, if provided
Date the physician was added to the Seed-to-Sale software
Professional designation of the medical practitioner
Practitioners
A record of the physician and prescription details for each unique order placed.
Required Filter Fields: None
Optional Filter Fields: Start Date and/or End Date may be selected to limit the report's date range, and this report can be produced for a single Province.
Data Points Pulled:
Full name of the client
Referral code, if applicable
The client's date of birth
The client's postal code
The client's province
Full name and title of the prescribing practitioner
The physician's address
Physician's licence number
Grams per day prescribed
Duration of the prescription
Start date of the prescription
Total grams shipped
The most recent shipment date
Professional designation of the medical practitioner
Click through the other tabs in the Report Types section to access Client Reports, Order Reports, Product Reports, Complaints Reports, Inventory Reports, Health Canada Reports, Grow Reports, Destruction Reports, and Wholesale Reports.