Managing Your Practice > Generating 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.
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.
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:
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:
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.