Skip to main content

Reports - Filters

Q: I added a provider to our EMR/EHR, but they are not visible in the Provider filter. How do I get the provider to show up on the list?

A:

ChiroTouch: Assign the provider as the primary provider on at least one patient's case. The provider will be visible under Add Provider after the next data sync.

Genesis/Vericle:

  • Make sure the provider has an active flag on the Practitioner ID list. The provider will be visible under Add Provider after the next data sync.

  • Identify the provider details associated with the schedule by locating the Practitioner list in Genesis. It is possible that the provider is associated with a different name.

    • select Search

    • select Providers

    • click on clinic name

    • select Practitioner tab

Q: Why are the filter selections different from the 'All Patients' and the 'Blast' for past dates?

A: The blast will show patients who have had a completed appointment over that time period and the All Patients report will show all patients over that time period whether they had a completed appointment or not. Reschedules, cancellations, and missed are all examples that would lead to incomplete appointments.


Did this answer your question?