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AlisonM
Canine II

can you run a report for patients who are 'under care'?

Is there a report, or can you make a report with query wizard, to identify patients who are 'under care'?

Thanks

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CS Dental Employee
CS Dental Employee

Re: can you run a report for patients who are 'under care'?

Hi,

There is not a specific option within the query wizard for patients who are 'under care', however, there may be a couple of alternative ways to find out this information.

The first one is to use the option 'Receive letters' as this relates to 'Receives child letters' on the personal tab of the patient record, which is automatically ticked when a patient is placed Under care. In query wizard select 'that have certain attributes', and then click 'Specify Attributes'.  Add the field 'Receive Letters', select 'is equal to', set 'No' as the value and then save the query.  When you run this query it will display a list of all patients that have 'Receives child letters' ticked.  This will also display patients where this option has been ticked manually and it will also exclude patients who are Under Care but where this option  has been un-ticked, so it may not include all patients who are Under Care.

The second one is to use 'that are heads of a family group'.  In query wizard select 'that are heads of a family group', and then click 'Next'.  Select 'with at least [Number] members', and then click 'Specify Criteria'.  Enter a value of 2 and then save the query.  When you run the query it will display a list of the group heads not the patients who are Under Care, but when you view the patient record for the group head, you can see all of the family members and who is Under Care.

Neither of these methods provide the exact information that you may be looking for but they are the closest that you can get with query wizard.

Regards

Stephen

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AlisonM
Canine II

Re: can you run a report for patients who are 'under care'?

Thanks Stephen. I have tried both of these methods. Group head returns a large amount of data. One of your colleagues recently ran a script to mark all kids as'receive child letters' for the purpose of linking with an appropriately worded recall letter for children, so again lots of data will be returned.

Bit confused here?

'Specify Attributes'.  Add the field 'Receive Letters', select 'is equal to', set 'No' as the value and then save the query.

shouldn't it be set to 'yes' ?

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CS Dental Employee
CS Dental Employee

Re: can you run a report for patients who are 'under care'?

I know that is seems back to front but that is due to the way that the information is actually stored in the database rather than the way that is it displayed in R4.

The Receive Letters setting in the database indicates that the patient receives the default (or Adult) version of the letter, so by default all patients have this option set to Yes in the database.

When the 'Receive Child Letters' option is selected, this changes the setting to No in the database, which therefore means that the patient will not receive the default (or Adult) version of the letter.

If you have had a script run that sets all children to 'Receive child letters', then this query should list all of these patients regardless of of whether or not they are set as Under Care.

 

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