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LW
Canine II

get a list of patients who have had a certain treatment

I am trying to get a list of patients which have had a certain treatment, how can I find this

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8 Replies
matthewbridge
CS Dental Employee
CS Dental Employee

Re: get a list of patients who have had a certain treatment

 Hi @LW,

Many thanks for your post.

To do this you need to create a query, you will need to know the treatment code that you are looking for.

1- Go to patients selector
2- Query Wizard
3- New Query
4- Start > Next
5- Scroll down in the Select Criteria section until you find the question "who have had a [treatment code] Tick and press "Specify Criteria"
6- In the "Ask" section tick the box and this will ask you for the treatment code each time you run. Press Next
7- You can then from the next window include some further details including only from a certain date. Add this if you feel you want.
8- Select Finished and save with a name

Let me know if you have any other queries.

Regards

Matt

LW
Canine II

Re: get a list of patients who have had a certain treatment

where is parent selector?
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liamrushton
CS Dental Employee
CS Dental Employee

Re: get a list of patients who have had a certain treatment

The Patient selector screen, is the screen you use if your looking for a patient.
To get to:


From the Main Menu, Click Patients. 

Then click Search

Kind Regards
Liam Rushton
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LW
Canine II

Re: get a list of patients who have had a certain treatment

perfect, but how do i specify between certain dates? sorry to be a pain
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liamrushton
CS Dental Employee
CS Dental Employee

Re: get a list of patients who have had a certain treatment

Once you have selected "That have a treatment code" and clicked next, (Step 7 On Matthews Reply)

Tick the box for before [No Date Specified]
Click Specify Criteria
Tick Ask
Click Ok
Click OK
Tick the box for After [No Date Specified]
Click Specify Criteria
Tick Ask
Click Ok
Click OK
Click Finsihed

When the report runs it will ask you for two dates. you will need to put in your most recent date first followed by your date in the past. For example: If i was looking for between 2015 and 2020. In the first question i would type 2020, on the 2nd question i would type 2015.

 

Hope that helps.

 

Kind Regards
Liam Rushton
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LW
Canine II

Re: get a list of patients who have had a certain treatment

hi, how do i add that they had appointments between certain dates?
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liamrushton
CS Dental Employee
CS Dental Employee

Re: get a list of patients who have had a certain treatment

Back on the screen were you clicked "who have had a [treatment code] " Also click the option "that have had an appointment" 
When you click next you will now see a screen asking for extra information about the appointment. Select the option "between [No Date Specified] and [No Date Specified]"
Click Specify criteria
Tick the boxes for Ask and Click ok to both messages.

Hope that helps.

Kind Regards
Liam Rushton
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LW
Canine II

Re: get a list of patients who have had a certain treatment

Hi, I am now being asked for date of treatment taking place and any details on the treatment, is this possible

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