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Arabella
Canine II

report on current patients with mobile numbers

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Hi, I can create a report on patients with mobile numbers but I don't know how to create one for current patients with mobile numbers. I would also appreciate being able to break this down into patients we've not seen in over 5 months.

Thank you

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1 Solution
Alison_Daniels
CS Dental Employee
CS Dental Employee

Good Afternoon

To create a query to find All current patients

1.  With a mobile number, select is specified - see below

Alison_Daniels_0-1647000855185.png

2. Without a mobile number, select Not specified - see below

Alison_Daniels_1-1647000939979.png

To filter it to only show patients that have not attended for 3 years,

Select Last Completed Appointment Date, Earlier Than, 3 Years Ago

and Include Patients that do not have an appointment of status - Pending, see below

Alison_Daniels_2-1647001115960.png

This will only show patients that haven't attended for 3 years (longer) and that do not have an appointment in the future.

If you have any questions do please get back in touch.

I hope this answers your question.

Kind regards

Alison 

 

 

 

 

 

 

 

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Arabella
Canine II

Hi there,

I was wondering if you could amend the solution - lots of patients still have pending appointments for start of the pandemic eg April 2020 so I don't want those results returned. I would like to see patients who are current, but whose last appointment was more than 6 months ago (and have mobile numbers). I also do not have the option of "last date attended" in the drop down menu. I would be grateful for further advice. Many thanks.

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Good Afternoon

Patients with mobile number, last attended 6 months ago and DO NOT have any pending appointments.

 

The "Last Completed Appointment" option is here:

Alison_Daniels_0-1647358680586.png

Set Mobile Number to specified

Alison_Daniels_1-1647360173305.png

Make sure the patient does not have any pending appointments

Alison_Daniels_2-1647360236114.png

If they have pending appointments in the past it will skew the results - you really ought to close off all appointments in the past that are still "open" - try running the "Day End Procedure" 

This should be the final query

Alison_Daniels_3-1647360379229.png

 

Please get back to me if you require further refinements.

Kind regards

Alison

 

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Good Afternoon

To create a query to find All current patients

1.  With a mobile number, select is specified - see below

Alison_Daniels_0-1647000855185.png

2. Without a mobile number, select Not specified - see below

Alison_Daniels_1-1647000939979.png

To filter it to only show patients that have not attended for 3 years,

Select Last Completed Appointment Date, Earlier Than, 3 Years Ago

and Include Patients that do not have an appointment of status - Pending, see below

Alison_Daniels_2-1647001115960.png

This will only show patients that haven't attended for 3 years (longer) and that do not have an appointment in the future.

If you have any questions do please get back in touch.

I hope this answers your question.

Kind regards

Alison 

 

 

 

 

 

 

 

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