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Canine II

Reports

How do a build a NHS report of all NHS patients that have attended the practice since January 2018 but not since Jan 2019 and have no pending appointments  

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CS Dental Employee
CS Dental Employee

Re: Reports

Good Morning

The following query should get you what you need:

1. From the Main Menu, Select Patients.
2. Click Search for a Patient
3. Click Query Wizard
4. Click new Query
5. Click Start
6. Click Next
7. Click Specify Attributes
8. In the fields on the left side, find Scheme and Double Click
9. In the fields on the left side, find Last Completed Appointment Date and Double Click, Twice.
10. You should now have a line that reads "Scheme is equal to.." Change the value box to NHS.
11. On the first line that reads " Last Completed appt date is equal to No Date Specified" change the operator to "is later than or equal to" and click the box for ASK.
12. Click OK
13. In the "Question to be prompted to User field" Change the message to read START DATE
14. On the next line that reads " Last Completed appt date is equal to No Date Specified" change the operator to "is Earlier than or equal to" 
and click the box for ASK.
12. Click OK
13. In the "Question to be prompted to User field" Change the message to read END DATE
14. Click OK
15. Tick the box for "That don't have appointments with a status of [Appointment Status]
16. Click Specify Criteria
17 Change the Value field to "Pending"
18. Click OK
19. Click Finish
20. Click Save as New
21. Give your query a name and click OK
22. Click Select

Your query will now run and ask you two questions for start and end date. Fill in your dates required and the list of patients will appear. 

Kind Regards
Liam Rushton
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