The New Patient Names report will list all names of any new patients once they have attended for the practice for treatment.
If an item is Marked as Non-Treatment, the patients First Seen Date will not update, therefore this patient will not be counted.
Run the Report
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Click the navigation menu > Management > Reports page
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New Patient Names Report
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Date: Select the period to base this report on
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Location: Select the location or <Any Location > if applicable
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Provider: Select the Provider or <Any Provider>
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Status: Select from
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Main Provider: The Provider selected in Patient Records > Patients tab
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Second Provider: The Provider selected in Patient Records > Patients tab
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Treatment Provider: The Provider selected for the treatment item
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Show inactive providers as well: Tick to include inactive Providers
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Show totals only: Tick to hide details of the report
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Click OK
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Report Details
Provider |
The provider of the new provider, based on the Status: Main Provider, Second Provider or Treatment Provider. |
Patient Name |
The name of the patient. |
Card Number |
The card number of the patient. |
Address, Suburb, Pcode, State |
The address of the patient. |
DOB |
The date of birth of the patient. |
Phones, Email |
The contact details of the patient. |
Total Patients for Provider |
The total number of new patients for this period for the selected provider. |
Total Patients for All Providers |
The total number of new patients for this period for all providers. |
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