Patient List

The Patient List is a list of the patients in the practice. A standard list, a chart number report, patient mailing labels, guarantor only labels, and chart labels can be printed. The Patient List includes patients' names and addresses, phone numbers, dates of birth, billing types, family positions, providers, chart numbers, genders, and Social Security numbers.

To generate the report

1.   In the Office Manager, click Reports, point to Lists, and then click Patient List.

The Patient List dialog box appears.

2.   Type the Report Date that you want to print on the report. The default is the current date.

3.   Do the following:

·        Select Patient - Select the range of patients that you want to include. Click the From and the To search buttons to select the starting and ending patient, respectively, or leave <ALL> selected in both fields to include all patients.

·        Select Provider - Select the range of providers that you want to include. Click the From and the To search buttons to select the starting and ending provider, respectively, or leave <ALL> selected in both fields to include all providers.

·        Select Billing Type - Select the range of billing types that you want to include. Click the From and the To search buttons to select the starting and ending billing type, respectively, or leave <ALL> selected in both fields to include all billing types.

4.   Under Select Patient Status, select the statuses for patients that you want to include: Patient, Inactive, and/or Non-Patient.

5.   Select one or both of the following report types:

·        Standard List - Includes detailed information about each patient (address, phone number, insurance, gender, status, birth date, chart #, SSN, and so on).

·        Guarantor List - Includes detailed information about each guarantor (address, phone number, insurance, gender, status, birth date, chart #, SSN, and so on).

·        Include Dependents - Includes detailed information about each dependent (address, phone number, insurance, gender, status, birth date, chart #, SSN, and so on).

·        Chart Number Report - Lists the patient's name, birth date, SSN, and chart #.

6.   Select one or both of the following label types:

·        Patient Mailing Labels - Prints the patient's name and address in the number of Columns specified.

·        Guarantor Only Labels - Prints mailing labels for the account's head of household in the number of Columns specified.

7.   Select Chart Labels, and then select one of the following types from the list:

·        Abbreviated - The patient's name, SSN, birth date, first visit date, chart #, and phone numbers in a condensed format with the name having the largest in font size.

·        Detailed - The abbreviated information listed above and sex, address, employer, and insurance information.

·        Standard - The patient's name, chart #, phone number, and address. Select the number of Columns (1 to 3) for the labels.

8.   Click OK to send the report to the Batch Processor.