Can I run a report to see a list of new patients?


You can run an Introduction Source patient report to get this information. Follow the steps below:

  1. Click Reports > Patient.

  2. Click New Report at the top-right of the page.

  3. In the Report Type drop-down menu, select Introduction Source.

  4. In the Created field, select a date range.

    The patient report screen. The Report Type is set to Introduction Source. A date range is set.
  5. (Optional) Add any other filters as desired.

  6. Click Run.

RESULT: You will see a list of patients who were added to your Patient within the filters you set, as well as their introduction source.

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