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JC
Canine II

Patients seen in the last 18 months

Hi there,


Could somebody please help me with running a report on patients seen within the last 18 months? By all clinicians, between 09/10/2019 - 09/04/2021.

Kind regards,

Justyna

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: Patients seen in the last 18 months

To create a query to find patients that have visited between 09/10/2019 - 09/04/2021.

  1. Open Query Wizard
  2. Click ‘New Query’ then ‘Start’
  3. Click ‘Next’
  4. Click ‘Specify Attributes’
  5. Scroll down the list of fields until you come to ‘Last Completed ApptDate’
  6. Add this to the ‘Criteria’ window
  7. In the ‘Operator’ column change this to ‘later than or equal to’
  8. In the ‘Value’ column click the ellipsis and in the ‘Absolute’ field type the date 09/10/2019
  9. Add ‘Last Completed ApptDate’ again to the ‘Criteria’ window
  10. In the ‘Operator’ column change this to ‘earlier than or equal to’
  11. In the ‘Value’ column click the ellipsis and in the ‘Absolute’ field type the date 09/04/2021
  12. Click ‘Finish’ and save the query

This will find all patients whose last completed appointment was between the 2 dates.

If you want to filter out patients who have a pending appointment  in the future then add the following between lines 11 & 12.

  1. Scroll down the list of fields and place a tick next to ‘that don’t have appointment with a status of’
  2. Click ‘Specify Criteria’
  3. In the ‘Value’ column select ‘Pending’

I hope this resolves your query, if not, then do please get back to us.

Kind regards

Alison