Who your highest-value patients are, over their whole history with the clinic. It's the list for a loyalty gesture and for noticing when one of them stops coming.

What it shows

Patients by total spend ranks patients by lifetime billing, gross and including tax, whether or not it was paid. It's a snapshot with no date range, capped at the top fifty.

Filters: a location. It needs the financial reports permission, which Administrators and Bookkeepers have.

The Patients by total spend report with its four headline figures and a ranked table of patients, invoice count and total spend including tax.
Patients by total spend showing the top patients with their invoice counts and lifetime totals.

Reading it

Headline figures: Top patients shown, Spend, top 50 (the combined spend of the patients listed), Highest spender, Avg invoices/patient.

Columns: Patient, Invoices, Total spend (incl. tax).

Acting on it

It's a list for recognizing long-standing patients, not of who's active now; cross-check against Lapsed patients before assuming a top spender is still coming.