Active Patient Report
This report lists all active patients that have had a completed procedure within a specific date range. Patients with any status other than "Patient" will not show on this report. Active patient reports are filterable by clinic, provider, and billing type.
- In the main menu, click Reports, Standard.
- In the Lists section, click Active Patients.
- Choose report criteria
Calendar: Choose a date range. The left calendar shows the start date; the right calendar shows the end date. Calendar automatically defaults to Today's date.
Billing Types: Check All to include all billing types or uncheck the box and select specific types.
Providers: Check All to include all providers or uncheck the box and select specific providers.
Clinics: If using Clinics, check All to include all clinics or uncheck the box and select specific clinics.
- Click OK to preview the report.
This list can be printed, or exported as a .txt file. This list is sorted first by clinic, then by provider, and then by last name. For a description of toolbar buttons, see Complex Report System.