How do I create a listing of patients who have not been in the clinic within the last six months?
Posted by Gary Stewart on 14 June 2013 09:38 AM

While this is not an official report, there is a way in Practice Studio to create a listing of all the patients who have not been in the clinic within a specified period to time.

To create this listing..

  1. Go to the Appointment Scheduler

  2. In the left hand pang, select "Inquiries and reminders"

  3. Select from the menu "Appointment Recalls"

  4. A dialogue box comes up, set the dates to reflect the desired criteria. IE "Time since last visit' [6 months]" "Ignore if Longer than [1 year]

  5. Click Search. This yields a list of patients who meet the above criteria.

  6. After reviewing the list of patents, click the "Next" button at the bottom of the page.

  7. The screen shows a list of options to be selected via radio button. The last of the items in the list is "Labels Only". Select this option.

  8. The desired list of patients will display 30 to a page in mailing label format.
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