Patient Reports

The Patients reports include:

Alerts—Lists alerts for a date range and one or more patients. You can specify any combination of three alert types: financial, medical, and personal.
Implant Tracking—Lists implants used and planned to be used, depending on the criteria selected. This report is useful for inventory control and planning purposes.
Contact Notes—Lists any reminders set up for scheduling follow-up appointments, making collection calls, or any other activity for which action is required.
Recall—Lists patients with due or overdue recalls, depending on the criteria selected.
Stage Tracking—Lists patients based on the stage of their treatment plan. The report can be for one stage or all stages. It enables you to track patients through completion of surgery. It also tracks patients who have had consultations, but not scheduled surgery.
Patient Demographic—Lists patients who fall into categories based on criteria you select.
Patient Details—Lists patients based on such criteria as age of balance and minimum balance.
Patient Referral—Lists all patients who have referred other patients and whom they referred.
Patient Statistics by Zip Code—Lists patients by zip code. This enables you to analyze the geographic source of patients and revenue.
Prescription—Lists all prescriptions generated in a specified time frame for a specific type of medication. This report is used in conjunction with the Night Call report.
Treatment Plan—Lists patients who have treatment plans that meet certain criteria. For example, you can identify patients who have treatment plans that were presented but not yet accepted, or accepted but not yet scheduled.