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, 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.
What Can the All Patients Report Be Used For?
The report is highly adaptable and supports a variety of use cases:
Monthly Maintenance Care:
Identify patients on maintenance care plans using tags, case types, or fee schedules.
Record Requests:
Quickly locate patients needing records for external purposes.
Blast Marketing Campaigns:
Generate call lists or email lists for targeted campaigns.
Membership Management:
Manage patients in auto-debit programs or wellness care plans.
Database Cleanup:
Identify and manage patients who have never had a visit or haven’t been active recently.