Double Sorted Lists of Patients

The Double Sorted Lists of Patients menu provides the following functions for printing double sorted lists based on the information stored on your patient accounts:

List of Patients by Location

List of Patients by Loc and Billing Group
List of Patients by Loc and Default Diagnosis
List of Patients by Loc and Fee Schedule
List of Patients by Loc and Insurance Carrier
List of Patients by Loc and Patient Class
List of Patients by Loc and Referral Source
List of Patients by Loc and Referral Type
List of Patients by Loc and Responsible Dr
List of Patients by Loc and Transaction Referral
List of Patients by Loc and Zip Code

List of Patients by Responsible Dr

List of Patients by Resp Dr and Billing Group
List of Patients by Resp Dr and Default Diagnosis
List of Patients by Resp Dr and Default Location
List of Patients by Resp Dr and Fee Schedule
List of Patients by Resp Dr and Insurance Carrier
List of Patients by Resp Dr and Patient Class
List of Patients by Resp Dr and Referral Source
List of Patients by Resp Dr and Referral Type
List of Patients by Resp Dr and Transaction Referral
List of Patients by Resp Dr and Zip Code

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.

You can print these reports to Microsoft Excel via MyReports and then retrieve the report from MyReports. For additional information about the available printing options, see Printing in CGM webPRACTICE. Each of these lists may also be printed from the Reports, Patient Listings, Sorted Lists of Patients menu.

The List of Patients by Loc and Billing Group is described below.

With the List of Patients by Loc and Billing Group function, you can print a report of patients sorted by the Default Location and Billing Group entered on their account, that have had a charge posted for a Date of Service within the specified date range.

Data Field Information

Prompt	Response	Len
Begin with Location Code	Type the code you want to begin with, or leave the field blank to start with the first code in the table.	5
End with Location Code	Type the code you want to end with, or leave the field blank to end with the last code in the table.	5
Begin with Billing Group	Type the code you want to begin with, or leave the field blank to start with the first code in the table.	6
End with Billing Group	Type the code you want to end with or leave the field blank to end with the last code in the table.	6
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
Alpha or Numeric	If you selected to print detail of patients, select the sorting option you want.	1
Include Address Information	If you selected to print detail of patients and you want to print the patient's address information, select this check box.	1
Print from Service Date	Type the service date you want to begin with or click the calendar icon to select a date. Accounts with charges posted within the date range are included. This field defaults to one year prior to the current day.	10
Print through Service Date	Type the service date you want to end with or click the calendar icon to select a date.	10
Include Patients with No Activity	If you want to include patient accounts that have not had any activity, select this check box.	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

Report-Specific Notes

The other double sorted options work the same way, sorting first by the primary value (Location or Responsible Doctor) and then by the selected secondary value, with the following differences:

List of Patients by Loc and Insurance Carrier and List of Patients by Resp Dr and Insurance Carrier - Include a Primary Carriers Only check box; select it to limit the report to each patient's primary carrier.
List of Patients by Loc and Transaction Referral and List of Patients by Resp Dr and Transaction Referral - Sort by the referral source stored on posted transactions. Instead of a Service Date range, type the accounting date in the Patients Referred Since field; the report searches transaction history and locates the first referral source posted for each patient on or after that date. You can use this report to generate a DMS list.

Sample Report