Active Patients Report
The Active Patient report lists all active patients that have had a completed procedure within a specific date range.
In Standard Reports, in the Lists section, click Active Patients.
- To control user access to this report, see Report Setup: Security Permissions.
- To get a list of inactive patients try the following Query Examples:
- Query example 285: Lists patients with status of Inactive or Archived and includes date last seen.
- Query example 49: Lists patients not seen since a specified date. Includes contact information.
Filters
Set the report criteria and filters before running the report.
Calendar: Choose a date range. The left calendar shows the start date; the right calendar shows the end date. Calendar automatically defaults to Today's date.
Billing Types: Check All to include all billing types or uncheck the box to select specific types.
Patient Status: Check All to include all patient status types or uncheck the box to select specific types.
Providers: Check All to include all providers or uncheck the box to select specific providers. Filters by patient's primary or secondary provider.
Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or check All (includes hidden) to include all clinics, including those marked hidden.
- Filters by patient's assigned clinic.
- If user is restricted to specific clinics, only accessible clinics will list. When checking All (includes hidden), results will include all clinics user has access to, including those marked hidden; results do not include clinics user is restricted from or patients not assigned to a clinic.
Report Preview
Click OK to generate a print preview the report. Below is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.
If using clinics, patients will be grouped into their assigned clinic. The list is sorted by provider and then by patient name.
- Name: Patient's last name, preferred name, and first name.
- Provider: Patient's primary provider assigned in Edit Patient Information.
- Address, Address 2, City, State, and Zip: Patient's address information from Edit Patient Information.
- Carrier: Patient's primary insurance carrier.
Total patient count is included on the last page of the report in bold.