Since the initial launch of Semble Data, we've received a huge amount of valuable feedback. Your insights are instrumental in our ongoing work to give our practices a more powerful data solution. As we progress, this article will show a log of all updates.
Changes from 12/02/2024
New Semble Pay – Payout Report
Available to Semble Pay subscribers.
Payout Details: When you select a payout row in the report, the ‘See payout details' button will highlight. You can click this button to drill-through and see the specific transactions that make up the selected payout.
Appointments Report:
Renamed ‘Price’ column to ‘Appointment Price’
Added new column ‘Invoiced Amount’
Why? Enable direct comparisons within a single appointment between the amount typically charged for a product and the amount charged on this appointment
Payment Report:
Added new column 'Invoice Status’
Changed Credit Notes ‘Amount’ to negative when Type = ‘Credit Note’
Why? Credit Notes are negative to more accurately represent the impact of the type of payment on your practice’s balance
Contacts Report:
Added new column 'Email’
Changes from 20/12/2023
Hyperlink to Related Page:
Added column ‘URL’. When clicked, this will open a new page that corresponds to the specific record. If you click on the URL for an invoice, the corresponding invoice page will open.
URL is added to the following reports: Invoices, Invoices by Line item, Payments, Refunds, Appointments, Non-Invoiced products, Products catalogue, Patients, Contacts, Letters, Tasks, Users, Medical records, Labs, & Prescribed Drugs.
Payment Report:
Added column “Semble pay fee”.
Please note this field will only be populated if you are a Semble Pay customer and show the fee from payments after 14/12/2023.
Changes from 19/11/2023
Aged debt:
Pre-selected date range to 1/1/2010 to 31/12/2025 ie, the debt across all time.
Non invoiced products:
Added Patient ID, name and email.
Added Invoiced and marked as billed columns.
Appointments:
Changed DNA filter to Status. Now it is possible to filter by cancelled, attended, booked or DNA.
Added comments, references and location columns.
Changed “Has been billed?” header to “Has been invoiced”.
Added column “Marked as billed”.
Products by clinician:
Added column sales account.
Added Marked as billed column.
Medical Records:
Added clinician name and created by columns.
Added Marked as billed column and changed billed one to invoiced.
Payments:
Added payment id's.
Prescribed drugs:
Added Patient name.
Products:
Added column sales account for products using non-default Xero settings.