Active Patients Report

The Active Patient report lists all active patients that have had a completed procedure within a specific date range.

In Standard Reports, in the Lists section, click Active Patients.

  • To control user access to this report, see Report Setup: Security Permissions.
  • To get a list of inactive patients try the following Query Examples:
    • Query example 285: Lists patients with status of Inactive or Archived and includes date last seen.
    • Query example 49: Lists patients not seen since a specified date. Includes contact information.


Set the report criteria and filters before running the report.

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 to select specific types.

Patient Status: Check All to include all patient status types or uncheck the box to select specific types.

Providers: Check All to include all providers or uncheck the box to select specific providers. Filters by patient's primary or secondary provider.

Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or check All (includes hidden) to include all clinics, including those marked hidden.

Report Preview

Click OK to generate a print preview the report. Below is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.

If using clinics, patients will be grouped into their assigned clinic. The list is sorted by provider and then by patient name.

Total patient count is included on the last page of the report in bold.