List of Patients by Patient Class

With the List of Patients by Patient Class function, you can print a report of patients sorted by the Patient Class entered in the Patient Name and Address screen, that have had account activity since a specified date.

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.

Data Field Information
Prompt Response Req Len
Begin with Patient Class Type the code you want to begin with or leave the field blank to start with the first code in the table.   7
End with Patient Class Type the code you want to end with or leave the field blank to end with the last code in the table.   7
Print Detail of Patients To print the individual patient information (Account Number, Patient Name, Birthday, Social Security Number and Phone Number) select this check box. If you do not select to print the detail of patients, only the summary of the total number of patients per code and the percentage of total patients per code will print.   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
Patients with Activity since Type the date you want or click the calendar icon to select a date. If any activity (transaction) has been posted on the account since this date, the patient will be included on this report. If an account has never had any activity 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.   10
Include Patients with No Activity     1
Print from List If you want to print this report based off of a DMS List, select the list from the DMS Lists list box.   20



Sample Report