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whiteleydp
Canine III

report help

I have  been asked to run a report of current patients in a certain month - can see your prepared one, but no opportunity to enter date start and finish ie for the month of (say) January 2021, or Feb 2021  - will also need to be able to change the schemes system so we can have either ALL patients, or those within a certain scheme - could this be done please?

 

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6 Replies
tshaw
Community Manager
Community Manager

Re: report help

Hi @whiteleydp

Let me tag a few people that may be able to help. 

@debi_peterson @saint_tammy @tsalcido @brshem  any suggestions for this? 

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sonyap
First Molar I

Re: report help

@tsalcido   The menu at the top of my Practice Works looks nothing like that.  What version are you displaying?

whiteleydp
Canine III

Re: report help

My page doesn't look at all like this
I simply want to find a list of patients in any given month, which is changeable - ie June 2021., the opportunity to change schemes ie Private/ nhs etc - Could you help please?
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tsalcido
CS Dental Employee
CS Dental Employee

Re: report help

I think you have posted on the wrong page. I will move your question to the correct group. 

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tshaw
Community Manager
Community Manager

Re: report help

I apologize for the confusion @whiteleydp! Since this post was originally on the PracticeWorks board I tagged some of our trainers for PracticeWorks. 

Thank you for moving the post to R4+ @tsalcido!

@matthewbridge @liamrushton could you assist with this? 


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liamrushton
CS Dental Employee
CS Dental Employee

Re: report help

Good Morning, 

This can be done by combining these two reports on the R4 Knowledge base:

CS R4+ Listing Patients in a Specific Scheme:  https://community.carestreamdental.com/t5/R4-Documentation/CS-R4-Listing-Patients-in-a-Specific-Sche...

and 

CS R4+ Creating a Query to Find Patients with no Future Appointments: https://community.carestreamdental.com/t5/R4-Documentation/CS-R4-Creating-a-Query-to-Find-Patients-w...

However on CS R4+ Creating a Query to Find Patients with no Future Appointments, skip steps 17 and 18, as these will filter out anyone who has not got a future appointment.

If I can be any more help please let me know.

Kind Regards
Liam Rushton