Patient List Report

This prints a list of patients with their details.

To Run the Patient List Report

  1. Select Administration > Reports and double-click the Patient List Report:

    PrintPatientList_context

  2. Sort Patients By: Select a sort criterion:

    PrintPatientList-dropdown

  3. Use the Select Patients field to select, edit or create a new query to define the patients, making it possible to print Statements for selected groups of patients as defined in the query:

    SelectPatients-Query

    See also these resources for related Queries information:

    video-icon_12x12px Video series for Contact Lists and Queries Open in New Window icon (multiple videos)

    video-icon_12x12px Mini-masterclass - Contact Lists icon_OpenInNewWindow_10x10_blu

  4. Provider(s): To limit the report to just the patients of one or more providers, select the provider using the or buttons, or the button to select more than one provider.

 

Edit Layout button

Edit Layout: Click this button if you need to make changes to the report layout.

 

Send the report to the printer.

 

Preview button

Preview the report before or instead of printing it.

 

Email

Email a copy of the report to an email recipient.

 

Export: Export the report details to a file that can be then used by a spreadsheet or word-processing program.

 

Close the window without printing the report.

Example:

PatientListReport

See also...

Other Reports

Appointment Workflow Compliance Report

Xray Audit Report

Appointment Summary Report

Invoices and Receipts Report

Chair Time Analysis Report

Clinical Effectiveness Report

Deleted Transactions Audit Report

GST Summary

Invoice Summary Report

Invoiced Treatments Report

Invoiced Work by Owning Dentist

Lab Work Done Report

Lab Work Due Report

New Patients by Referral Report

Payments Summary

Payor Fee Schedule

Payor Membership List

Receipt Analysis

Stock Sales

Top Debtor Summary

Top Patients by Receipts

Top Referral Sources by Receipts

Treatment Service Costs

Unseen Payor Members

Work In Progress

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Payments Summary