Description
This article will guide you through the steps of creating a custom report to find the total number of unique patients the office has seen between a date range.
- Select Options from the top menu bar
- Click on Reports Manager from the dropdown
- Go to the System Tab. It should be the third tab over
- Find and open Custom Reports
- To create a Report, click on the Create a new Record icon in the top left
- In the New Report Maker, start by filling out a Report Title. Since we want to find unique patients in 2020, we will name it Unique Patient Totals 2020
- For Report Type, select the Patient radio button
- A pop up will display on your screen. Please select No
- Continuing on in the New Report Maker, for File Type, highlight Appointment
- This will change the Criteria. Go ahead and now highlight Apt. Date
- Now we want to enter the date range. Under Value(s) the arrows will dropdown to a calendar. Since we want between two dates, in the first dropdown put 01/01/2020. In the second dropdown: 12/31/2020
- Hit the Save button on the bottom right and this will add our selections to the Selections Made Box
- Click Run to create the report
- A report will now pop up will your Unique Patient Totals. Scroll down to see the Number of Total Patients
