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Adelaidehouse
Canine II

Report of patients seen

I would like some help in running a report on all patients that were seen in the month of January?

 

No sure how we do this 

3 Replies
Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: Report of patients seen

Good Afternoon

To find all patients who had an appointment in January create the following query:

  1. Open Query Wizard
  2. Click ‘New Query’ then ‘Start’
  3. Click ‘Next’
  4. Select ‘that have had an appointment’
  5. Select ‘between [no date specified] and [no date specified]
  6. Click ‘Specify Criteria’
  7. For the Start Date Row in the ‘Value’ column select the ellipsis and in the ‘Absolute box’ select 01/01/2021
  8. For the End Date Row in the ‘Value’ column select the ellipsis and in the ‘Absolute box’ select  31/01/2021
  9. Click ‘OK’
  10. Click ‘Finished’ and save the query

When run this query will show the names of all patients who had an appointment in January.

I hope this answers your question

Kind regards

Alison

Adelaidehouse
Canine II

Re: Report of patients seen

Thank Alison - Could you advise how we can:

 

1. have these details in an excel sheet/export the data

2. have specific data such as email address and phone number fields in the report.

Many thanks 

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: Report of patients seen

Good Afternoon

1. In the Patient Selector, Right Mouse Click on the Blue Spot in the Top Right Corner.

2. Now tick all the address lines or phones number that you require in the PRINT Column on the right hand side of the screen

3. This will then include the required fields in the export to Excel. 

4. When you click the Print button it actually sends the data to Excel.

Kind regards

Alison