How does the fee schedule effective dates reflect on the fee schedule reports?
How can I print an insurance plan benefits and coverage details?
Is there a report which will help our office know the number of patient records?
Our office needs a report which shows our patients’ name, address, phone, and email address. What is the best report?
How can I generate a list of new patients?
How are we able to locate a report to understand which patients are associated to an insurance plan, insurance carrier, or employer?
We want to know our patients who have not been seen for treatment for a defined time period. How can we generate a report?
How are we able to generate labels for all patients who are assigned to a particular insurance plan?
How are we able to know the security rights within a security group membership?
How may we print our fee schedules?

See more

We want to know our patients who have not been seen for treatment for a defined time period. How can we generate a report?

Linda Clower

July 14, 2023 12:03
Updated

A report to understand if a patient has not had a “Last Visit” for a defined period of time (i.e., last six months, last two years, etc.) may be generated:

Click the word Reports
Lists>Patient/Resp.Party List>
Select Patient List Grouped By
Choose Report By Last Visit
Checkmark the "Include Patients with No Lastvisit" date box
Click the "Print Preview" button