Patient Reports

Report Name

Description

Frequency

Alphabetical Patient List

Select this report to generate an alphabetical list of patients. For more information, see Running the Alphabetical Patient List Report.

As Needed

Patient List By ID

Select this report to generate a list of patients by identification number. For more information, see Running the Patient List by ID Report.

As Needed

Patient List By Zip Code

Select this report to generate a list of patients by zip code. For more information, see Running the Patient List by Zip Code Report.

As Needed

User-Selected

Select and customize this report to generate information based on the criteria you specify. For more information, see Creating User-Selected Reports.

As Needed

Patient List By Birthday

Select this report to generate a list of patients who celebrate a birthday within a specific date range. For more information, see Running the Patient List by Birthday Report.

As Needed

Patient First Visit Report

Select this report to generate a list of new patients. For more information, see Running the Patient First Visit Report.

As Needed

Patient Last Visit Report

Select this report to generate a list of patients having a last visit date within a specific date range. For more information, see Running the Patient Last Visit Report.

As Needed

Insured Patients

Select this report to generate an alphabetical list of insured patients. For more information, see Running the Insured Patients Report.

As Needed

Uninsured Patients

Select this report to generate an alphabetical list of uninsured patients. For more information, see Running the Uninsured Patients Report.

As Needed

HIPAA Acknowledgement Received

Select this report to generate a list of patients who have received a HIPAA notification. The report information includes the name, identification number, address, phone number, balance, insurance status, and user codes associated with each patient. For more information, see Running the HIPAA Acknowledgement Received Report.

As Needed

HIPAA Acknowledgement Outstanding

Select this report to generate a list of patients who have not received a HIPAA notification. For more information, see Running the HIPAA Acknowledgement Outstanding Report.

As Needed

Patients By Discount List

Select this report to generate a list of patients that are using a specified discount plan. For more information, see Running the Patients by Discount List Report.

As Needed

Patient List By Demographics

Select this report to generate an alphabetical list of patients by zip code. If you are considering opening a satellite office, run this report. For more information, see Running the Patient List by Demographics Report.

As Needed

Patient Labels

You can print patient labels in alphabetical order, and by identification number, zip code, and birthday. You can also print user-selected labels. For more information, see Printing Patient Labels.

As Needed

Patient Telephone Directory

Select this report to generate an alphabetical list of patients and their phone numbers. For more information, see Running the Patient Telephone Directory Report.

As Needed

Patient Questionnaire by Question

Select this report to generate statistical information about the response sets entered for a question. For more information, see Running Patient Questionnaire Reports.

As Needed

Patient Questionnaire by Questionnaire

Select this report to generate statistical information about the response sets entered for a questionnaire. For more information, see Running Patient Questionnaire Reports.

As Needed