Patient Reports

Use the Patient report options to generate lists and reports that patient based, such as a list of patients with upcoming birthdays, patients who have a particular type of medical alert, or zip code demographics.

Select File > Print > Patients to access the patient reporting options.

New Patient Analysis Report

The New Patient Analysis report enables you to retrieve and analyze new patient trends in your practice. You can search based on appointment types, such as "new patient exam, adult" or on specific block booking definitions, and apply the selected criteria to one or more appointment books.

Sample Report

To generate the New Patient Analysis report:

Select File > Print > Patients > New Patient Analysis. The New Patient Analysis Report window is displayed.
Select one or multiple appointment books you want to show in the report.
Select how you want to identify available appointment slots for new patient appointments:

Production Booking Block: Use this option to select appointment slots based on the allowable treatment class on each booking block.
Follow these steps:Follow these steps:
1. 1. Click Select Block.
  2. Select a booking block type and click OK. The block type is displayed on the criteria window.
  3. Select a minimum time for the slot.
Pre-defined Appointment: Use this option to find the first available time to accommodate the length of the pre-defined appointment. This works best for offices not using the production block booking feature.
Follow these steps:Follow these steps:
1. 1. Click Select Pre-def Appt.
  2. Select an appointment type and click OK. The appointment type is displayed on the criteria window.
  3. Enter a maximum number of new patients (per day, per book) for this appointment type.

Click OK. The Document Configuration window is displayed.
Use this window to select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.