Inactive Patient List

The Inactive Patient List is a list of inactive patients according to options you select: No Continuing Care Date, No Future Appointments, Last Visit Date, and Inactive Patient Status.

To generate the report

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

The Inactive 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.

·        Select Report Type – Select one or both of the following:

·        Inactive List – To generate the list of inactive patients.

·        Mailing Labels – To print mailing labels for the list. Select the number of columns on the label sheet.

·        Include the Following Patients – Select or clear the following options to determine the types of patients that you want to include on the report. Patients must match at least of the options to appear on the list.

·        With No Continuing Care and No Future Appointments

·        With Last Visit Before – Type a date.

·        By Inactive Patient Status

4.   To send the report to the Batch Processor, click OK.