Setting Up Patients > Running Patient Reports

Running the Patient List by Demographics Report

The Patient List by Demographics report generates an alphabetical list of patients by zip code.

• If you are considering opening a satellite office, run this report.

Sample Report

To generate a list of patients residing in each area code that your office services:

1. Select Reports > Patient > Demographic. The Output Options window is displayed.

2. Select an output option and click OK. The Patient Demographics Report window is displayed.

3. Select the starting and ending patient zip codes from the drop-down lists.

4. Select an option:

5. To include information for patients with a specific user code:To include information for patients with a specific user code:Type the code in the Include field.

6. To exclude information for patients with a specific user code:To exclude information for patients with a specific user code:Type the code in the Exclude field.

7. To restrict the report to a summary of the percentage of patients per zip code only:To restrict the report to a summary of the percentage of patients per zip code only:Select Print Summary. If this checkbox is selected a patient list per zip code is not printed.

5. Click OK.