Double Sorted New Patient/Follow-Up Reports

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

Sorted by Default Location and Billing Group
Sorted by Default Location and Location
Sorted by Default Location and Performing Doctor
Sorted by Default Location and Referral Source
Sorted by Default Location and Referral Type
Sorted by Default Location and Responsible Doctor
Sorted by Responsible Dr and Billing Group
Sorted by Responsible Dr and Location
Sorted by Responsible Dr and Performing Doctor
Sorted by Responsible Dr and Referral Source
Sorted by Responsible Dr and Referral Type

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.

These reports can be printed to Microsoft Excel via MyReports and then retrieved from MyReports. For additional information about the available printing options, see Printing in CGM webPRACTICE.

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	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	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 Follow-Up Patient Report