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Ckirkpatrick
Canine II

Private Patient Report

Hi, please would you advise how to generate a report to show all active private patients who have attended an appointment in the past 3 years

many thanks
Cliff

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3 Replies
stephen_skelton
Moderator
Moderator

Re: Private Patient Report

Hi,

There is a default query that you can use for this

  1. From the Patients Selector screen click Query Wizard
  2. Open the Patient's folder by clicking on the '+'
  3. Double-click CS Created - All patients who have had an appointment in the last [xxx] months
  4. Enter the time period that you require and click OK

This will list all patients regardless of scheme type but you can click the Scheme Type header at the top of the list and this will put all of your private patients together so that you can see their details.

If you only want to see your private patients then you can edit the above query

  1. From the Patients Selector screen click Query Wizard
  2. Open the Patient's folder by clicking on the '+'
  3. Select CS Created - All patients who have had an appointment in the last [xxx] months and click Edit
  4. Click Next
  5. Click Specify Attributes
  6. Select Scheme in the left-hand panel and click Add
  7. Change the value to Private and click Ok
  8. Click Finish
  9. Click Save as New and enter a name
  10. Click OK

Regards

Stephen

Ckirkpatrick
Canine II

Re: Private Patient Report

Hi Stephen

thanks for your advice, however following your instructions I do not have a CS - "All patients who have had an appointments in the last xxx etc in the patients folder"? and when i have gone into a similar CS I cant find the scheme in the specify attributes section to select all private patients?

If you could advise further, thanks

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stephen_skelton
Moderator
Moderator

Re: Private Patient Report

Hi,

The CS Created - All patients who have had an appointment in the last [xxx] months was added in v6.2.0 so as long as you are running that version or later it should be there.

I have attached a couple of screenshots to show where the Schemes option is and how to select Private.

If you need anything else please let me know.

Regards

Stephen

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