The Patients Report is used to create simple queries using fields in the Patient table.

In Standard Reports, in the Lists section, click Patients - Raw.

Options are hard coded and may not reflect all fields. For more query options, see Query Examples or submit a Query Request.

Select Tab

In the Select Tab, users can choose which columns of data to include in the report (e.g., PatNum, Email, etc). This information is pulled directly from the Patient Table in Open Dental and most can be edited or added from Edit Patient Information. Most fields are self-explanatory. Below are fields that need additional explanation.

Patient: Select fields to include columns on patient information.

• PatNum: Unique number assigned to a patient when they are created. Cannot be changed. Change the Query Format to Raw to see the PatNum rather than the Patient Name when running the report.
• PatStatus: Patient status (ie., Patient, NonPatient, Inactive, Archived, Deceased, Prospective, or Deleted)
• Position: Single, Married, Child, Widowed, or Divorced
• FeeSched: Fee schedule assigned to a patient in in Edit Patient Information Fee Schedule (rarely used) dropdown.
• ApptModNote: Individual patient note for Appointment module note. Edited in Patient Appointments
• Est Balance: Current patient balance. This number never subtracts insurance estimates.
• ImageFolder: Name of folder where patient images are stored. This is not set in Patient Information and cannot be edited.
• MedUrgNote: Med Urgent Note entered in Medical.
• EmployerNum: Unique number assigned to the patient's employer. This number is system-generated and cannot be edited.
• Urgency: Treatment Urgency set in Public Health tab.
• DateFirstVisit: The date that the patient first visited the office. This is automated. Can be changed in the Other tab of Edit Patient Information.
• ClinNum: Unique number of the patient's assigned clinic. This number is system-generated and cannot be edited.
• HasIns: "I" flag indicates patient has insurance.
• TrophyFolder: For offices using the Trophy imaging bridge.
• Ward: Used by hospitals. Displays ward entered in Hospitals tab of Edit Patient Information.
• AdmitDate: Used by hospitals. Usually set automatically. Can be changed from the Hosptials tab of Edit Patient Information.
• SiteNum: Unique number assigned to the patient's site. This number is system-generated and cannot be edited.
• DateTStamp: Date/Time stamp of the last time a row was added or changed in the Patient table (e.g., the last time information was updated or added for this patient).

Referred To: Select fields to include columns on outbound referrals (e.g., other providers the patient has been referred to)

Referred From: Select fields to include columns on inbound referrals (e.g., who referred patients to your practice)

Where Tab

In the Where Tab, users can select additional patient fields to limit report results. Most fields are self-explanatory. Below are fields that need additional explanation. Most fields are added or edited from Edit Patient Information.

• Age: Age is not stored in the database. Age is always calculated as needed from birthdate. If a number is entered for age, Open Dental will calculate the birthdate for that exact age based on the current date. (e.g., if today's date is February 21, 2022 and age entered is 10, the birthdate will be calculated as February 21, 2012)
• Birthdate: Date of birth, including year (e.g., 12/09/1992).
• Birthday: Day and month of birth, excludes year (e.g., 12/09).
• CreditType: Single character. Suggested use is A, B, or C to designate creditworthiness.
• FamFinUrgNote: Family Urgent Fin Note entered in account Account Module.
• Last Visit Date: Date of the most recent completed procedure. This is not stored in the patient table.

When including a Where statement to the Patients Report, users will need to choose how the data is being limited. Users can enter a phrase to limit the results or select from a list of options, depending on the field chosen. Once the field is chosen, users will need to determine how the results are being limited. Below are the options. For each option, assume that PatNum and 14 are being used to filter results in the example.

LIKE: Include results from similar to the filter entered (e.g., results will include PatNum: 14, 140, 7142, and any other results that include the combination of characters entered).

=: Only includes results matching the statement exactly (e.g., results would only include PatNum: 14).

> : Include all results greater than the statement entered (e.g., PatNums 15 and above are included in results).

<: Include all results less than the statement entered (e.g., PatNums 13 and lower are included in results).

>=: Include all results greater than or equal to the statement entered (e.g., PatNum 14 and above are included in results).

<: Include all results less than or equal to the statement entered (e.g., PatNum 14 and lower are includes in results).

<>: Include only results less than or greater than the statement entered (e.g., PatNum 14 is excluded from the results, but 15 and above are included and 13 and lower are included).

This section displays the limitations that have already been added to the report. Click Delete Row to delete a limitation from the report.

This section displays the query that is being written. It is also displayed in the SELECT tab. This section is read-only. Click OK to run the query. Click Cancel to close Patients Report.

Running the Patients Report

1. In the SELECT tab, select the Patient information the display on the report
   • To select multiple rows, hold CTRL button when clicking.
2. Select information to include from Referred To/Referred From lists.
3. Click the WHERE tab.
4. Choose a field to limit query results.
5. Enter necessary details and choose how to limit results.
6. Click Add.
7. Repeat steps 4-6 to add any additional limitations as needed.
   • Select a row and click Delete Row to remove a row that was added by mistake.
8. Click OK to run the report. The results will be displayed in the User Query window.