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Orly_Phillips
Canine II

Extracting patients seen by date of last exam

I would like to extract a list of patients by the date of their last exam. 

I do not want to use the Patient's First Visit Report, as I find that this report is skewed.  It tells me the first item posted to their transactions.  If the first item posted on the transactions is a cancellation, then I'm not getting accurate information.  

I have ran a Practice Management Production Report by ADA code, but the report does not list the names of the patients who were seen. 

Is there a way to extract a list of patients who had exams (D0140 / D0150 / D0160 / D0180) posted in a specific time period? 

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1 Reply
Orly_Phillips
Canine II

Re: Extracting patients seen by date of last exam

I figured it out! Transactions for a period shows me what I want to know.