AnsweredAssumed Answered

How do I pull new active patient report?

Question asked by rockthatsmile on Sep 6, 2017
Latest reply on Sep 7, 2017 by prcarter

Hi,  Currently we use New Patient status for consults, then they turn "Active" when they sign the contract and are ready to start treatment.

 

We want to pull a report to see how many new active patients we have each week.

 

Currently how we are doing this now is pulling all new patients for a larger time frame, such as a month, then manually counting how many of these have turned active.  However this does not address Retention patients that return to active when they restart their patients, or limbo patients that turn active when they decide to start with us after a long hiatus.

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