Suggested Patient Tracking Reports

Following are examples of some Patient Tracking reports you can set up:

The Patients Added in a Specific Month option shows you the new patients who have been added to the software during a specific month. This can be combined with the Patients with Specific Status Codes option to find only patients added in a month that have had an initial exam and have not progressed further into treatment.
The Patients Scheduled for Specific Appointment Types option enables you to print all patients scheduled for specific appointment types — such as New Patient, Banding, or Arch Wire appointments — for a specific time period. This can be combined with the Patients Assigned to a Specific Location Code option to find the appointments scheduled in one location for a specific date range.
The Patients with Procedure Codes Posted at Last Visit option can be combined with Patients Checked Out Since Specified Date option to print all patients that had certain procedure codes posted during a range of dates. This can be handy if an impression mold loses its label.
Run the Patients with Procedure Codes Posted during Date Range report for a previous month, and search for your Initial Records procedure codes. View the results as a Case Acceptance report to see which patients started treatment and which did not. Additional information such as start date, contract amount, next appointment date, and so on, is available for patients who started treatment.