Patient reports generate a list of patients based on filters you set. This is especially handy if you need to contact a specific audience for SMS and email campaigns.
To run, save or view patient reports, click Reports > Patient in the sidebar.
You can create the following reports under this category:
|
Report Type |
Description |
|---|---|
|
Birthday |
View a list of patients with birthdays within specific dates |
|
Case Load |
View a list of patients each practitioner has a relationship with. |
|
Claim |
View funding claims per patient |
|
Clinical Note |
Track the notes created per patient with a draft or published status |
|
Track responses to clinical questions across multiple patients. (Example: patients with a specific diagnosis or different age groups across patients) |
|
|
Contact |
Track or locate emergency contacts created for patients |
|
Introduction Source |
Track patients according to introduction sources (i.e. how your patients first heard about your practice) |
|
Location |
View a list of patients according to their listed address |
|
Mailchimp |
Check the syncing status of your patient list to Mailchimp |
|
Medicare/DVA Validation |
View verification status of patients' Medicare or DVA details. |
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On the sidebar, click Reports > Patient.
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On the top right, click New Report.
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Select the Report Type and set your filters.
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Click Run.
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Your report results are displayed in a list. From here, you can:
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Edit filters: In the top right of the report, click the
pencil icon.
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Save report: At the bottom of the report, click Save. This saves the report to its report category list.
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Close report: At the bottom of the report, click Cancel. This closes the report without saving it.
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Updated