New Patient Report - view Parameters Screen, view Report.
This report is designed to list the new patients who have come into your practice. A useful option for this report include the First Visit Date Range. For example, if you want to print a listing of the new patients for May, create a date range from May 1 to May 30. You may also limit the report based upon Assigned Doctor, Referral Source, Patient Type, and Patient Age Range.

NOTE - There is some overlap between the New Patient Report and the Patient Report. They both have the ability to single out new patients with the First Visit Date range option, however, the reports themselves are of different formats. The Patient Report also has the ability to link up with Microsoft Word to print a new patient welcome letter.

Patient Report - view Patient Report Parameters, view Patient Report, view Patient Report (added detail).
When you select Patient Report from the Reports Menu the Patient Report Parameters screen will appear. You will notice more options for this report than any other. Also on this options screen you may select from three different output methods: Report, Mailing Labels, or MS Word Merge Letters. The MS Word Merge Letters option is discussed in the section on MS Word Merge Printing. These are the options of the Patient Report and these options pertain to all three output methods:

• Modify Sorting
• Alphabetic Range
• Selected Doctors (assigned doctors)
• Specific Patient Type
• Patient Birthday Range (from month/day to month/day)
• Limit By Employer
• Limit By Benefit Plan
• Limit By Insurance Carrier
• Limit By Employer Name KeyWord
• Limit By Benefit Plan Name KeyWord
• Limit By Carrier Name KeyWord
• Non-Zero Balance or Treatment Not Complete
• First Visit Date Range
• Last Visit Date Range
• Delinquent Accounts Only (choose among over 30, 60, or 90 days late)
• Bypass Delinquent Accounts
• Time Payment Accounts Only
• Patient Age Range
• Collection Accounts Only
• Bypass Collection Accounts
• Specific Referral Source (choose one or more)
• Specific Zip Code (may enter partial code like 900.. which brings up 90035, 90045 etc.)
• Specific Medical History (one or more)
• Specific General Notes (one or more)
• Medical Alert Only
• Include If Sent Word Letter (pick which letter and within how many days)
• Exclude If Sent Word Letter (pick which letter and within how many days)
• Show Additional Detail