The New Patient List displays patients whose first visit dates fall within a specified date range. You can also print mailing and chart labels for this list of patients.
|
Why: |
To view how many new patients the practice has acquired, to keep track of how many new patients went inactive, to keep track of how many new patients were archived, and to view the total number of new patients that had an appointment within a date range |
When: |
Yearly, and monthly |
Note: Generating a report in Office Manager requires the "Reports" security right. Viewing or printing a report in the Batch Processor requires the "Batch Processor, Print/Display Reports" security right.
To generate the New Patient List
In Office Manager, on the Reports menu, point to Lists, and then click New Patient List.
Notes:
Whether the list reports appear on the menu or not is determined by a setting.
Also, this option is available only if your user account has been granted the "Reports" security right.
The New Patient List dialog box appears.
Set up the following options:
Report Date - By default, today's date appears in the box, but you can enter a different date. The specified date appears at the top of the report.
Select Patient - The new patients to include on the report. To specify patients, do one of the following:
To include all patients, leave <ALL> entered for both From and To.
To include a specific range of patients, enter or select the starting patient (alphabetically by last name) of the range for From and the ending patient of the range for To.
To include a specific patient, enter or select the same patient for From and To.
To include an open-ended range of patients, enter or select a patient for either From or To, and leave <ALL> entered for the other option.
To select a patient for From or To, do the following:
Click the corresponding search button
.
The Select Patient dialog box appears.
In the Enter Last Name box, enter the last name of a patient.
Note: For information about all the search options that are available in the Select Patient dialog box, refer to the topic about selecting a patient.
Do one of the following:
Double-click the correct patient in the list of results.
Select the correct patient in the list of results, and then click OK.
Select Provider - Only new patients whose preferred providers (Prov1 in Family File) are the specified providers may appear on the report. To specify providers, do one of the following:
To include all providers, leave <ALL> entered for both From and To.
To include a specific range of providers, enter or select the starting provider (numerically by ID) of the range for From and the ending provider of the range for To.
To include a specific provider, enter or select the same provider for From and To.
To include an open-ended range of providers, enter or select a provider for either From or To, and leave <ALL> entered for the other option.
To select a provider for From or To, do the following:
Click the corresponding search button
.
The Select Provider dialog box appears.
Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.
Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.
Notes:
The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.
The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.
Click
the search button .
The matching primary and secondary providers appear in the list.
Select the correct provider.
Click OK.
First Visit Date - Only new patients whose Family File records were created during the specified time period may appear on the report. To specify a date range, do one of the following:
To include a specific date, enter the same date for both From and To.
To include a specific date range, enter the starting date of the range for From and the ending date of the range for To.
Select Report Types - Which report types to generate. Select or clear any of the following checkboxes (but at least one checkbox must be selected):
Standard List - To generate a list of new patients with detailed patient information.
Chart Labels - To print chart labels with each patient's name and address.
Mailing Labels - To print mailing labels with each patient's name and address.
Also, if the Chart Labels or Mailing Labels checkbox is selected, in the Columns box, enter the number of columns of labels that your label sheets have on them.
Sort by First Visit Date - With this checkbox selected, the patients on the report are sorted by their first visit dates. With this checkbox clear, the patients on the report are sorted alphabetically.
Click OK to send the report to the Batch Processor.
Preview and then print the report, or print the report without previewing it.
Important information this report provides
First Visit Date - The patient's first appointment date. This report can be sorted by the First Visit Date.
First Procedure Date - The date of the patient's first completed procedure.
Patient Status - The patient's status.
Totals:
Total Active New Patients - The total number of new patients who are still active.
Total Inactive New Patients - The total number of new patients who are now inactive.
Total "Non-Patient" New Patients - The total number of prospective patients who came in for appointments and whose statuses were changed from Non-patient to Patient.
Total Archived New Patients - The total number of new patients who have been archived.
Total New Patients - The total number of new patients.
The information for A and C are found in the Patient Information dialog box, which you can access by double-clicking the Patient Information block in Family File.
