The Perio Exam Lists displays the patient name and exam date of each periodontal exam that was entered.
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Why: |
To see if the office is using Perio Chart, and to view periodontal exams that the practice has performed for a selected date and/or patient range |
When: |
As needed |
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 Perio Exam List
In Office Manager, on the Reports menu, point to Lists, and then click Perio Exam 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 Perio Exam 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 Date Range - Only perio exams within the specified date range may appear on the report. By default, today's date is entered in both boxes. To specify a date range, do one of the following:
To include a specific date (other than today), 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 Patient - Only perio exams for the specified patients may appear 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.
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
Date - The date of the perio exam.
Name - The name of the patient who is associated with the perio exam.
