Report on new patients

You can run an Introduction Source patient report to generate a list of new patients in your practice.

Run a new patient report

  1. Click Reports > Patient.

  2. On the top right, click New Report.

  3. For Report Type, select Introduction Source.

  4. For Created, select a date range.

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

  6. Click Run.

The report displays a list of patients who were added to your Patient List within the filters you set, as well as their introduction source.


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