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ADVANCED SCHEDULING WORKFLOWS
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In This Article:
The patient list report is primarily a report to generate a list of patients that match specific criteria. You can run a patient list report from the Reports page, accessible from the Main Navigation Menu.
Patient List Report filters and columns.
Here are all the possible filters for the patient list report, and how they work:
The following are some common patient list reports, and corresponding filter settings, to help you get started.
This patient list report configuration can be used to get a list of upcoming birthdays:
Retrieving a list of patients with birthdays in the month of June.
You could also augment this report with more information, like the date of their next appointment. To do this, click into the columns area, and add the column “Date of next appointment”. This can allow you to get an idea if any of your upcoming patients also have birthdays coming up.
This configuration will provide a list of new patients for the month.
Retrieving a list of new patients from the month of June 2019.
It would also be helpful to add the columns ‘Date of first chart’ or ‘Date of first appointment’ if you’d like the actual date of the appointment to be part of the results returned.
This will produce a list of patients whose very last appointment was a cancellation. This means it will be a list of all patients who could potentially be contacted to find out if they are ready to book a new appointment. If you are logged in as a practitioner, you will see all patients that were booked with you. If you are logged in as an admin, you will see all patients booked with any practitioner at the current office you are logged into.
Generating a list of all patients who have cancelled appointments in March 2020, and not re-booked.
This configuration will give you a list of all your patients in a specific city.
Retrieving a list of patients who live in Ottawa.
The patient recall report is still in development, but we have released it to get some feedback while we complete the work. The intention of the report is to allow you to generate a list of patients who have not been at the clinic in a certain period of time. This will help with determine which patients to contact in order to increase follow-ups. Note that the Patient Recall Report is based on SOAP Chart dates, not scheduled visit. This report considers a created chart as a real indicator that a patient has been in, as opposed to using the calendar.
The patient recall report will help you to see who has not been back for a follow-up in a certain period of time.
There are a number of possible filters for this report, and here is how they work:
Here are a few common ways of using this report:
Let’s say that we define an ‘active’ patient as one who has come in for an appointment sometime in the last 6 months. So this means we want a list of patients who have come in anytime in the last 6 months, for any kind of visit, but have not been in the clinic for at least 60 days.
What this tells the system is: Find any patient that has been in the clinic sometime in the last 6 months, but who has not been to the clinic in the last 60 days, and has at anywhere from 1 to 100 charts created for in total so far.
Retrieving a list of active patients who have not visited the clinic in the past 60 days.
This will retrieve a list of all patients who have come in for your fist visit, but have not come in for any additional visits of any kind.
Retrieving a list of patients who have only had an initial visit.