Double Sorted New Patient/Follow-Up Reports

The following sorting options are available for the double sorted reports:

The New Patient/Follow-Up Report Sorted by Responsible Dr and Billing Group function is described below.
 
You can generate a report sorted by Responsible Dr and Billing Group of either new patients or return patients that have had activity on their account during the specified date range. The new patient report will generate a list of all the new patients and will include an account on the report if the first visit for the patient, for the earliest date of service posted, falls within the specified date range. The follow-up report will generate a list of patients and will include an account on the report if there are posted charges after the first date of service posted to the account, that fall within the specified date range. Each 'follow-up' visit after the first date of service posted to the account (within the specified date range) will be counted on the reports.

Upon accessing the function, select which type of report you want to print.

New Patient Report




Data Field Information

Prompt Response Req Len
New Patients or Follow-Up Patients Select the sorting option you want. New will generate a list of all new patients added  during the time frame selected. Follow-up will generate a list of patients returning for follow up care during the time frame selected.
 		 1




Data Field Information
Prompt Response Req Len
Begin with Doctor 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 Doctor Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
Begin with Billing Group 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 Billing Group Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
Beginning Date of Service Type the date you want the report to start with or click the calendar icon to select a date.   10
Ending Date of Service Type the date you want the report to end with or click the calendar icon to select a date.   10
Summary Only If you only want to print a summary, select this check box.   1

A summary page will be printed at the end of the report showing the total number of patients, total charges and total payments per billing group code.

Sample New Patient Report

  

Follow-Up Patient Report




Data Field Information

Prompt Response Req Len
New Patients or Follow-Up Patients Select the sorting option you want. New will generate a list of all new patients added  during the time frame selected. Follow-up will generate a list of patients returning for follow up care during the time frame selected.
 		 1




Data Field Information
Prompt Response Req Len
Begin with Doctor 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 Doctor Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
Begin with Billing Group 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 Billing Group Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
Beginning Date Type the date you want the report to start with or click the calendar icon to select a date.   10
Ending Date Type the date you want the report to end with or click the calendar icon to select a date.   10
Summary Only If you only want to print a summary, select this check box.   1

A summary page will be printed at the end of the report showing the total number of patients, total charges and total payments per billing group code.

Sample Follow-Up Patient Report