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Reports - All Patients - How to use it

What is the ALL PATIENTS report, and how do you use it?

The All Patients Report is a versatile and efficient tool for managing your active patient database. It allows you to organize and filter patient data for various purposes, including campaign management, membership tracking, account balances and database cleanup.

What Is the All Patients Report?

The All Patients Report includes:

  • All Active Patients:

    • Active patients in your system.

    • Inactive patients are excluded based on EHR definitions:

    • ChiroTouch: Inactive or Deceased patients are excluded.

    • Genesis/Billing Dynamix (Vericle): Discharged or Deceased patients are excluded.

  • Filtering Options:

    • Timeframes:

      • Last 90 days, 1 year, 2 years, up to 5 years.

      • No Limits: Includes all patients (performance may vary for large databases).

      • Has No Visits: Includes patients who have never had an office visit.

    • Various filter options including: Tags, Case Types, Insurance Companies, Has Future Appointment, Referral Sources etc.

Key Columns and Data You Can See The report displays:

  • Patient name (click to open the full Patient Card and conversation history)

  • Case Type, Fee Schedule, Insurance

  • Last Visit Purpose

  • Last Visit Date / Next Visit Date / Number of Future Appointments

  • Account Balance ($)

  • Credit-card Status, Next Payment Date/Amount, Payments Left, Payment Plan Status, Merchant Total Payments, Merchant Total Amount (Fortis or Cash Practice integration required)

  • Total Visits (#), Total Charges ($), Total Payments ($)

  • Patient Notes

  • Email, Cell Phone, Home Phone, Address, Sex, Birth Date

  • Patient tags (Start (Weekly) aka "np start", Follow Up)

  • Status

  • Next Follow Up Date

You can show/hide columns as needed.

The total number of appointments on the report appears in the upper-left corner.

What Can the All Patients Report Be Used For?

The report is highly adaptable and supports a variety of use cases:

  1. Monthly Maintenance Care:

    1. Identify patients on maintenance care plans using tags, case types, or fee schedules.

  2. Record Requests:

    1. Quickly locate patients needing records for external purposes.

  3. Blast Marketing Campaigns:

    1. Generate call lists or email lists for targeted campaigns.

  4. Membership Management:

    1. Manage patients in auto-debit programs or wellness care plans.

  5. Database Cleanup:

    1. Identify and manage patients who have never had a visit or haven’t been active recently.

  6. Account Balances

    a. You can filter by the Account Balance column in ascending or descending order to see which patients have an outstanding balance or a credit.

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