List of Patients by Plan Code

With the List of Patients by Plan Code function, you can print a report of patients sorted by the Plan Code entered on their account, that have had account activity since a specified date.

Note: if a patient account has never had any activity (transactions) posted, the account will be included in the report because it is treated as a 'new patient' account, and is considered a valid result to be included on the report.

Data Field Information
Prompt Response Req Len
Begin with Plan Code Type the code you want to start with, or leave the text box blank to start with the first code in the table.   5
End with Plan Code Type the code you want to end with, or leave the text box blank to end with the last code in the table.   5
Primary Carriers Only If you want to print for primary carriers only, select this check box.   1
Alpha or Numeric Select the sorting option you want.   1
Print Detail of Patients If you want to print the individual detail of patients (accounts), select this check box. If you do not select to print the detail of patients, a summary of the total number of patients per code and the percentage of total patients per code will be printed.   1
Include Address Information If you selected to print detail of patients - select the sorting option you want.   1
Patients with Activity since Type the date or click the calendar icon to select a date. If any activity (transaction) has been posted on the account since this date, the patient will be included on this report.   10
Include Patients with No Activity Check this if you want to include patients that don't have any activity   1
Print from List If you want to print this report based off of a DMS List, select the DMS list from the DMS Lists list box.   20



Sample Report