Single Visit Patients Report


The Single Visit report shows all patients who have attended the practice one time. Treatment (completed and planned) must be entered on the same day; patients with multiple days of treatment will be excluded. Patients with future appointments can be excluded.

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Single Visit Patients report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <All> to base this report on, if applicable

    3. Exclude patient if future appt. exists: Tick to exclude upcoming patients

    4. Provider Page Break: Tick to separate Providers by page when more than one Provider is included in the report

    5. Providers: Select the Provider(s) to include in the report

    6. Show inactive Providers as well: Tick to include inactive Providers

    7. Click OK


Report Details



The date of the treatment / Single visit day.


The name and card number of the patient.

Incomplete Treat$

The value of incomplete treatment (treatment plan tab).

Completed Treat$

The value of completed treatment (treatment tab).

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