5.2.1 Example 1: Active Patient Report

Let us apply everything we have learned thus far to generate a simple report.

Having a clear goal in mind will make building reports much easier. Decide on your topic and criteria first.

We will build a Patient Status Report, it should contain the following:

• A means to filter for active patients – we will need to use the Patient Status field.
• We can further refine this by including only patients who have visited the practice within the last two years, so we need a Last Visit filter.
• The report should also include a total number of results at the end. The Total-Operation function will be useful here.

Creating the Report:

With the aim of the report defined, we can now begin choosing the appropriate Tab and Category.

• Choose the Patient tab, and the Patient List category.
• Right click the report/grid area and choose Edit Report.

Initial Setup:

With the appropriate Tab and Category selected, we can begin searching for a field which can report on a patient’s last visit.

• Select the File type Patient.
• In the Fields box, scroll through and select the Pat. Last Visit item.
• Once highlighted, click on the Add button on the right (alternatively, you can double left click the Field instead).
• You should now see the new Field added at the bottom of the Selected box list.

Removing Unnecessary Columns:

To keep our reports neat and organized, we should always remove unnecessary fields/columns.

• Highlight the Patient. Pat. Open Date line in the Selected box.
• Once highlighted, click the Remove button on the right.
• Repeat the previous 2 steps to remove the following unnecessary fields: Postal, Province, City, Address, Chart Number, Marital, and Title.
• Your Selected box listings should like the image below. It should include: Last Name, Preferred Name, Status, Last Visit.

Adding a Total Count:

In order to get a total on the number of results, we must add a Total Count Operation.

• Highlight the Patient. Pat. Last Visit once again in the Selected box.
• Select the Operation button.
• In the Total Operation section, select Count.
• Select Ok to dismiss this window, then again to dismiss the Edit Report window.

Patient Status Filter:

The report now has all the required fields/columns as well as a total count enabled. We can now begin to filter the appropriate columns, working on the main report page. The Edit Report window is useful for adding and removing columns, but the proper filtering work will be done on the main report page, interacting with the column titles directly.

• Left click on the column titled Pat Status.
• Leave the Operator set to Equal To.
• Choose Active in the Value 1 dropdown.
• Select Add.
• Select Ok.

Date Filter:

Just as we filtered the status of patients to only include those active, we should filter the date range to search within a specific timeline.

• Left click on the column titled Pat. Last Visit.
• Change the Operator to Between.
• Set Value 1 to 01/01/2018
• For Value 2, select the Current Date tick box.

Running the Report:

• Select the Search button at the top right.

Your results should appear similar to the image below. A Total count is presented at the bottom of the report.

Printing the Report:

• Select the Print button at the top right.
• Choose a printer.
• If you are using Windows 10, you can choose Microsoft Print to PDF and save it digitally instead.

If your results are to your liking, it may be worthwhile to save the report for future use and modification.

Saving the Report:

• Right click in the report area.
• Choose Save.
• Enter a Description and optional Comment at the bottom of this window.
• Select Ok.

You can adapt this report to your liking by adding more fields to the Selected box, setting alternate dates and so on.