Printing Patient Lists

The Patient Demographic report enables you to generate lists of patients based on a wide variety of criteria, including certain demographic data, treatment and diagnosis date, insurance coverage, and balance data.

To see a sample report, click here.

To print a Patient Demographic report:

Select Reports > Patient > Patient Demographic. The Report Criteria fields are displayed.
Enter the patient information that you want to display on the report in the appropriate fields.
In the Service Date field, enter the date of service.
In the Procedure Code and Diagnosis Code fields, enter a range.
From the drop-down list in the Pay/Adj Code field, select a payment or adjustment code.
In the Last Treat fields, select Prior to, Equal to, or After from the drop-down list, and type the last treatment date.
From the drop-down list in the Billing Category field, select a billing category.
In the Pat Balance fields, select Less than, Equal to, or Greater than from the drop-down list, and type the patient balance.
In the Primary Ref, Secondary Ref, and Dentist fields, type the first few letters of the names of the reference sources and the dentist and click to select from a list of names.
In the Ins Carrier field, enter insurance carrier information.
In the Report Title field, enter your title.
Select whether you want the report to print in a detailed or summary format.
Select how you want to sort the information by choosing one of the options in the Sort By field.
Click Generate Report.