The Patient List report is generated with the details of a particular patient or for all patients. This report is useful when the user wants the list of patients of similar criteria.
| 1. | From the left menu items, click Reports > Patient Reports > Patient List. The Patient List Report screen is displayed. |
| 2. | In the Patient List Report screen, to add a new query: |
| • | Select the check boxes corresponding to the fields that need to be included as columns on the report. |
| • | Select or enter the necessary values in the fields for filtration. |
| • | Click Save Query with Parameters. The query is saved and added to the Select Query drop-down list. The Query is used to save time from reentering similar data in the report filters. |
| 3. | Select the Query from the drop-down list. The fields that are saved for the query are auto-populated. Selecting a query is not mandatory. |
| 4. | Select the check boxes corresponding to the fields that need to be included as columns on the report. |
| 5. | On the Patient List Report screen, the following report filters are available based on which the report is generated: |
| • | Select the Facility from the drop-down list. |
| • | Select the Provider from the drop-down list. |
| • | Select the Show only patients added via Interface check box to generate a report only for imported patients. |
| • | Select the Birth Month from the drop-down list. |
| • | Start typing the patient name and select the patient from the list. You can also select the patient using the icon. |
| • | Select the "Show only patients linked in family" check box, to generate the list of patient's which are linked with family. |
| • | In the Primary Family Member field, start typing the primary patient name and select from the list. System populates a list of only the primary members of the family. |
| • | Select the Sex as Female, Male or Unknown from the drop-down list. |
| • | Select the appropriate Status from the drop-down list. |
| • | Enter the Date of Birth From and To or select the date using calendar icon. |
| • | Enter the Visit Date-Time From and To in the respective fields or select the date using calendar icon. |
Note: Visit Period should not exceed 30 days.
| • | Select the Age Range as Above the Age Of, Below the Age Of, or Age Between from the drop-down list. Based on the selection, enter the age in the text field. |
| • | Select the Payer from the drop-down list. |
| • | Select the Race Group as American Indian or Alaska Native, Asian, Black or African American, Native Hawaiian or Other Pacific Islander, or White from the drop-down list. |
| • | Select the Ethnicity Group as Hispanic or Latino, or Not Hispanic or Latino from the drop-down list. |
| • | Start typing the Referring Provider and select the referring provider from the list displayed. |
Note: You can add one or more referring providers. Click 
corresponding to the name to remove it.
| • | Start typing the Preferred Language and select the language from the list. |
Note: You can add one or more preferred languages. Click 
corresponding to the language to remove it.
| • | Select the Mode of Reminder as Email, Phone, Do not correspond, Mail, Secure message via portal from the drop-down list. |
| • | Select Sort By values as Patient Name, Sex, Date of Birth, Race Group, Ethnicity Group, Mode of Reminder, Preferred Language, or Last Visit Date & Time from the drop-down list. |
| • | Select one or more Patient Category from the drop-down menu. |
| 6. | Click Generate Report. The Patient List Report is generated based on the report filters selected. |
| 7. | Click Export Patient Demographic Details to export the patient list to an Excel sheet with a detailed list of column names. The list of columns displayed in the sheet are MRN Number, External MRN, Patient Name, DOB, Gender/Age, SSN, Address, Phone, Email, Patient Category, Race Group, Ethnicity Group, Preferred Language, Provider, Referring Provider, Mode of Reminder, Primary Insurance, Policy Number, Policy start date, Policy end date, Secondary Insurance, Secondary Policy Number, Tertiary Insurance, Tertiary Policy Number, Subscriber, Subscriber Name, Subscriber Gender, Subscriber Address, Primary Facility, Status, and Last Visit Date. This Excel sheet can be saved on the local drive. |
| 8. | Click Clear to clear the entries or the selections done for generating the report. |
| 9. | Click Export Details of All Referring Providers to export the details of all the referring providers to an Excel sheet. The list of columns displayed in the sheet are Prefix, Last Name, Middle Name, First Name, Suffix, DOB, SSN, Medical License, Taxonomy Codes, UPIN, Tax ID, DEA, NPI Code, Address1, Address 2, Country, State/Region, City/Location, Postal/Zip Code, Email, Phone No., Fax No. Mobile No. This Excel sheet can be saved on the local drive. |
Note: You can also click Generate Report without entering any details in the above fields. The report is generated with list of all patients.
