All Active patients show up on the All Patients report. Inactive patients are excluded from the All Patients report. Reports can be filtered by various criteria.
ChiroTouch Inactive = Inactive or Deceased
Genesis/Billing Dynamix (Vericle) Inactive = Discharged or Deceased
The All Patients Report is a versatile tool for managing your patient database, organizing campaigns, and tracking key details across all patients. It’s particularly useful for membership management, reactivation campaigns, and database cleanup.
What Is the All Patients Report?
The All Patients Report allows you to view and filter your entire patient list based on various criteria, including:
Visit History - Last 90 days, Last year, Last two years
No Limit - View all patients, including those who have never had a visit
Balances - Highlight patients with account balances exceeding a preset limit (shown in red)
Memberships - Filter patients by membership tiers (e.g., Bronze, Silver, Gold)
Credit Card Integration - Pull up patients using credit cards if integrated with your system (Fortis or CashPractice)
Key Features
1. Tag-Based Filtering
• Use tags to filter or exclude patients from the report.
• Include (+): Select patients with a specific tag.
• Exclude (-): Remove patients with a specific tag from the list.
2. Campaign and Blast Management
• Reactivation Campaigns:
• Identify patients without a scheduled next visit.
• Filter further by membership tier or other tags.
• Mass Communication:
• Use the report to text or email patients in bulk.
• Tag patients for a targeted campaign.
3. Membership Management
• View and sort patients by membership tier (e.g., Bronze, Silver, Gold).
• Check their:
• Next visit.
• Account balance.
• Next payment due date.
4. Database Cleanup
• Pull up all patients, including those who have never visited, for database review and cleanup.
How to Use the All Patients Report
1. Setting Filters
• Navigate to the All Patients Report.
• Apply filters based on your needs:
• Timeframe (90 days, 1 year, 2 years, no limit).
• Tags (include/exclude).
• Balances.
2. Managing Campaigns
• Use the Next Visit filter:
• Identify patients without future appointments.
• Combine with membership or custom tags for targeted campaigns.
• Assign custom statuses (e.g., follow-up, reactivation).
3. Running Bulk Actions
• Select patients for bulk actions:
• Send texts or emails.
• Assign or update tags.
• Schedule appointments.
• For blast campaigns:
• Tag patients for inclusion in specific campaigns.
• Use the audience filter to refine your list.
Examples of Use Cases
Membership-Based Filtering
• Pull a list of Bronze membership patients who don’t have a next visit scheduled.
• Sort by account balance to follow up on overdue payments.
Reactivation Campaigns
• Identify patients with no future visits scheduled.
• Filter by tags like “Reactivation Needed” or by the last visit date.
Database Cleanup
• View all patients who have never had a visit.
• Assign a cleanup tag or remove them from the database as needed.
Credit Card Program
• Pull all patients using credit cards integrated with your system.
• Use this information for billing or membership management.
Best Practices
1. Use Tags Strategically:
• Combine tags to include or exclude specific patient groups.
• Keep tags organized for easier filtering and reporting.
2. Custom Statuses for Organization:
• Apply statuses to track the follow-up process, like “First Attempt” or “Membership Renewal.”
3. Review Regularly:
• Periodically review patients without scheduled visits to maintain engagement.
4. Focus on Balances:
• Address overdue balances by filtering patients with amounts over your preset limit.
The All Patients Report simplifies patient management, streamlines communication, and supports effective campaign planning. By leveraging its powerful filtering and tagging features, you can stay organized and improve patient engagement.