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Patient Listing By… Reports

 

 

Reports > Administrative Reports > Patient Listing By…

 

You can print reports or 3-Across Labels of various lists of patients by specific criteria.

Sort/Filter Report By: Select patients by Account Number, Insurance Company, Birth Month, Fee Schedule, Date Entered, Zip Code or Referring Source. Enter related information in next field. For example, if you select Birth Month you will enter the month of birth for the patients you are trying to query for sending birthday cards.

Doctor: Select a specific doctor or type ALL to pull all doctors in your practice.

Status: You can select a single status, All statuses or all but excluded.

Output Type: Select either Report or 3-Across Labels as you output type, then click Start.