To practice the use of the Info Manager module, lets build a simple active patient report. Our criteria should contain the Patient Status as well as the Patient Last Visit. We’ll search for all Active status patients who have visited within the last 2 years.
Creating a Custom Report:
- Open the Info Manager, found under the Office menu drop-down.
- Ensure your Tab selection is set to Patient, and your Category selection is set to Patient List.
- Right click the search results/white grid area.
- Select Edit Report.
- In the first box at the top left, Files, ensure you have Patient selected.
- Scroll through the Fields box on the right until you find Pat. Last Visit.
- Highlight the line and press Add, or double left click the line instead.
- The new column will now be listed under the Selected box.
- Scroll through the Selected box and highlight then Remove any unnecessary columns. Things like Postal Code, Address etc. Leave only the First and Last names, Pat Status and Pat Last Visit.
- Highlight the Pat Last Visit line in the Selected box and press the Operation button.
- Select Total Operation: Count.
- Press Ok.
- With Pat Last Visit still highlighted, press the << button to move it into the Sorting Order. It can be the first or second priority, depending on your preference.
- Press Ok to dismiss the Report Definition window.