Working with Reports

Creating Patient Tracking Reports

OrthoTrac contains a report maker that enables you to set up customized Patient Tracking reports which summarize the tracking history of all patients. Using the report maker, you select from a list of Patient Tracking parameters and filter the parameters using specific criteria to produce a customized report. Report results can be viewed as a Contact Expert or in standard report format, and one report features a case acceptance option. Reports you create are stored by the software and display in the drop-down list at the top of the window.

The Patient Tracking parameters you can combine to make customized reports include these options.

To create a Patient Tracking report:

1. From the main menu, select Reports > Patient Tracking. The Patient Tracking Reports window is displayed.

2. In the drop-down list, click <Add New Report> and type a name for the new report.

3. Select the patients to include on the report by clicking the desired option(s). There are 13 options to select from, and the options can be combined to create a custom report. Some options can exclude another option, in which case the excluded option is grayed out. More...

   Several of the report options — for example, Patients with Specific Status Codes — display a window from which you select the specific statuses to include in the report.

   Some options enable you to select specific procedure codes and appointment types.

   Some options — for example, Patients Scheduled for Specific Appointment Types — also require you to enter From and To dates in MM/DD/YY format.

4. Select the sorting order for the report, whether to show procedures by Code Only or Description, and whether to view results as a Contact Expert or a Standard Tracking Rpt. The Case Acceptance report option is available only when the Patients with Procedure Codes Posted During Date Range option is selected. Click Apply.

5. Click Search to search for the patients meeting the criteria selected.

• If you selected Standard Tracking Rpt or Case Acceptance, the Print Options window is displayed. Select Print or Preview.

• If you selected Contact Expert, the search results are loaded in the Contact Expert window, and you can manipulate the report results further.

Related Topics

Changing Existing Patient Tracking Reports

Removing Patient Tracking Reports

Suggested Patient Tracking Reports