Single Sorted New Patient/Follow-Up Reports

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

Sorted by Location Code
Sorted by Billing Group
Sorted by Performing Doctor
Sorted by Responsible Doctor
Sorted by Date
Sorted by Referral Source
Sorted by Referral Type
Sorted by Zip Code
Sorted by Patient Class

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.

The New Patient/Follow-Up Report Sorted by Location Code function is described below.

You can generate a report sorted by location code 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.

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 Location	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 Location	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

Notes:
The New Patient report by Location report includes patients that do not have a Default Location stored in the Patient Name and Address screen.

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

Sample Follow-Up Patient Report