New Patient/Follow-Up Reports
The New Patient/Follow-Up Reports menu provides functions for printing
single sorted or double sorted reports of either new patients or return
patients that have had activity on their account during the time frame
specified.
The new patient report will generate a list of all the new patients added
to the practice during the time frame selected. The follow-up report will
generate a list of patients that returned for follow-up care during the
time frame selected.
An account is included in the new patient reports if the first visit for
the patient, for the earliest date of service posted, falls within the
specified date range. An account is included in the follow-up reports
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.
You can also print these reports from the Reports menu.
