Setting Up Patients > Running Patient Reports

Running the Patients by Discount List Report

The Patients by Discount List report generates a list of patients that are using a specified discount plan.

Sample Report

To generate a list of patients that are using a discount program:

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

2. Select an output option and click OK. The Patient By Discount List window is displayed.

3. Select a discount to generate results for from the Discount drop-down list.

4. Select the starting and ending patient names from the drop-down lists.

5. Select an option:

6. 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.

7. 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.

6. Click OK.