1. Halaxy Help Guide
  2. Reports
  3. Quick Sheets: Practice

Report on patients per practitioner (case load)

A case load report displays a list of patients that a practitioner sees.

This report also lists details for each patient, including their:

  • Number of total appointments

  • Number of future appointments

  • Last appointment date

  • Next appointment date.

Run a case load report

  1. Click Reports > Patient.

  2. On the top right, click New Report.

  3. Configure the following parameters:

    • Report Type: Select Case Load.

    • Patient Status: Select Current.

    • Practitioner: Select the relevant practitioner. Leave blank to select all practitioners.

  4. (Optional) Set any other filters as needed.

  5. Click Run.

Updated

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