Active Patients Report

This report lists all active patients that have had a completed procedure within a specific date range. Patients with any status other than Patient will not show on this report. Active patient reports can be filtered by clinic, provider, and billing type.


  1. In the Main Menu, click Reports, Standard.
  2. In the Lists section, click Active Patients.
  3. Choose report criteria

    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 and select specific types.

    Providers: Check All to include all providers or uncheck the box and select specific providers.

    Clinics: If using Clinics, check All to include all clinics or uncheck the box and select specific clinics.

  4. Click OK to preview the report.

    This list can be printed, or exported as a .txt file. This list is sorted first by clinic, then by provider, and then by last name. For a description of toolbar buttons, see Complex Report System.