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apratt
Canine II

Patient Report

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Hello.  I've tried to generate a report using contact expert to find the following information but I can't get this to work. The information needed is:

Patient first/last name, address, phone #, birthdate, last appointment, current balance, location (we have multiple offices), and RP social security #. 

Any suggestions how to retrieve this information?

Thanks, AP

 

 

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prcarter
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Re: Patient Report

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Good day Anita ( @apratt ),

Any Contact Experts report can be configured to display extra information (such as the information you're mentioning) after the search results are completed. However, you haven't mentioned how you are trying to find these patients.  Are you looking to display this info for all patients in the system, or for a specific subset of patients? If you're trying to find this info just for specific patients, what search criteria are you wanting to use?

Once you determine what search criteria you are using to find the list of patients, use the Contact Experts search to find the list of patients using that criteria (for example, if you wanted to find all patients in the system, you could use a search for Patient ID and use a number range of 00000001 to 99999999).  

Once the search results are displayed, the results will display the patient first and last name by default.  If you want additional information displayed (such as the address, birthdate, etc.) then select those additional fields by clicking on them on the search results screen.  Based on the info you mentioned you want displayed, you would want to select these fields:

prcarter_0-1607609963173.png

The first six fields are all Patient fields.  To select "Rsp SSN" you would need to click the "Responsible Party Fields" radio button. 

If you have any other questions, please contact Support at 866-722-2567 so we can walk you through the process. 

Regards,

Phil Carter / OrthoTrac Escalations

 

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1 Reply
prcarter
Moderator
Moderator

Re: Patient Report

Jump to solution

Good day Anita ( @apratt ),

Any Contact Experts report can be configured to display extra information (such as the information you're mentioning) after the search results are completed. However, you haven't mentioned how you are trying to find these patients.  Are you looking to display this info for all patients in the system, or for a specific subset of patients? If you're trying to find this info just for specific patients, what search criteria are you wanting to use?

Once you determine what search criteria you are using to find the list of patients, use the Contact Experts search to find the list of patients using that criteria (for example, if you wanted to find all patients in the system, you could use a search for Patient ID and use a number range of 00000001 to 99999999).  

Once the search results are displayed, the results will display the patient first and last name by default.  If you want additional information displayed (such as the address, birthdate, etc.) then select those additional fields by clicking on them on the search results screen.  Based on the info you mentioned you want displayed, you would want to select these fields:

prcarter_0-1607609963173.png

The first six fields are all Patient fields.  To select "Rsp SSN" you would need to click the "Responsible Party Fields" radio button. 

If you have any other questions, please contact Support at 866-722-2567 so we can walk you through the process. 

Regards,

Phil Carter / OrthoTrac Escalations

 

View solution in original post