Patients List by Category Report

This report will list all patients with a first seen date in the date range selected in report parameters. The patients will be grouped by the category allocated in their files.

1. Click the navigation menu > Location Management > Reports page

2. Open Patients list by Category report

3. Report Parameters:

   1. Category: Select one category or All categories to include in the report

   2. Location: Select the location or <All> to base this report on, if applicable

   3. Main Provider: Select the main Provider(s) of the patients to include in the report

   4. First seen: Select the date range to base this report on. Date range refers to patients' first seen date in this report

   5. Show inactive providers as well: Tick to include inactive Providers

   6. Click OK
      

Report Details

Set Patient Category for a Patient

Edit Patient Category

Add New Patient Category