#15 - Patient Listings and Demographic & Other Selection Filters
Select specific patients based on Demographics
For more information on how valuable this tool is to understand your patient demographics, watch our 4 1/2 minute video!
This report is used in conjunction with the 400 - Product Purchasing Report to help order frames based on practice demographics.
Want a listing of patients by Occupation, Birthdate, Ethnicity, In Collection, who does not get a statement, Age, etc.? This report is the one you need. The reports in this workbook list ALL the information in the patient demographic record including:
- Patient name and address
- All phone numbers
- Chart Number
- Email Address
- Last Office Visit Date
- Last Exam Date
- Date Added
- Financial Status (Cash Only, In Collection, Add Finance Charge, Send Statement, In Collection)
You can also list your patient base by age ranges sex, occupations, Ethnicity by Sex, occupation by sex, etc. These reports are valuable so you know your patient base, but it is also valuable when ordering frames to me the needs of the patient demographics.
This report lets you filter on Location, Assigned Provider, Sex, Occupation, Ethnicity, Source and/or Employer. Who are your IBM patients, how many are construction workers, how many came from a specific newspaper ad?
This report lets you filter on Location, Assigned Provider, Month Patient Added, Year Patient Added, Birthday Month or Birthday Year. Send thank you notices to new patients, see how many new patients came into your practice, what patients are assigned to specific Providers, etc.
This report shows you the patients that are Cash only, have a finance charge added, are flagged to not have a statement sent, or have been sent to collection:
This worksheet is used in conjunction with the Inventory Matrix report. It shows the patient age ranges by sex by number of patients and per cent to the total population.
This worksheet is used in conjunction with the Inventory Matrix report. It shows the patient population by Ethnicity by sex and the per cent to the total population.