Created Month

The first day of the month within which the patient record was created.

Created Date

The actual date on which the patient record was created.

Code

The patient code.

First Name

The patient first name.

Last Name

The patient surname.

Inactive

Whether the patient is marked as Inactive (Pt Inactive) or not (Pt Active).

Inactive Reason

If the patient is marked as inactive, the inactive reason given (e.g. moved away).

Has Booked Appt

Whether the patient has any booked appointment (Has Booked Appt) or not (No Booked Appt).

Has Trt Plans

Whether the patient has any treatment plans created (Trt Plans Exist) or not (No Trt Plans Exist).

Has Completed Trt

Whether the patient has any completed treatment items within any treatment plan (Has Completed Trt) or not (No Completed Trt).

Home

Patient’s home phone number.

Mobile

Patient’s mobile phone number.

Work

Patient’s work phone number.

Preferred Contact

Indication of the patient’s preferred contact option (e.g. SMS/Mobile).

First Completed Trt

If the patient has any completed treatment, the earliest date on which treatment was completed, blank otherwise.

Days to First Completed Trt

If the patient has any completed treatment, the number of days from Created Date to First Completed Trt, blank otherwise.

Weeks to First Completed Trt

If the patient has any completed treatment, the number of whole weeks from Created Date to First Completed Trt, blank otherwise.

1st COT UDAs

UK only – if the patient’s first COT was NHS, the number of UDAs this COT resulted in.

1st COT Fee Amt

The total of patient fees for the first COT, if one exists.

1st COT Value

For non UK and UK private 1st COTs, this will be equal to 1st COT Fee Amt; for UK NHS 1st COTs, this will be 1st COT UDAs * average UDA value, where the average UDA value factor is taken as the average of UDA value factors for all contracts for this practice.

1st COT Is NHS

Depending on the existence and payor associated with the 1st COT for this patient, this will show one of ‘No First Trt Plan Exists’, ‘First Trt Plan NHS’ (UK only) or ‘First Trt Plan Private’ as appropriate.

Type1 Code

The Type 1 code from the EXACT patient details screen.

Type1 Desc

The Type 1 description for this Type 1 code.

Type2 Code

The Type 2 code from the patient details screen.

Type2 Desc

The Type 2 description for this Type 2 code.

Referral Type

The type of referral source, if this is completed in the EXACT patient details screen. Can be ‘Ref Source – Patient’ (referral source was another patient), or ‘Ref Source – Other’ if some other type of referral source.

Referral Source

The code of the referral source, or the referring patient code, according to the value of Referral Type. Referral sources are taken from the list available in the patient details screen in EXACT. E.g. SIGN.

Referral Desc

The name of the referral source, e.g. Practice Sign.

Date range

Defines the reporting period.

Practices

Allows selection of all or specific practices within the practice group.