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
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Go to Location Management > Reports tab
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Open Single Visit Patients report
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Date: Select the period to base this report on
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Location: Select the location or <All> to base this report on, if applicable
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Exclude patient if future appt. exists: Tick to exclude upcoming patients
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Provider Page Break: Tick to separate Providers by page when more than one Provider is included in the report
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Providers: Select the Provider(s) to include in the report
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Show inactive Providers as well: Tick to include inactive Providers
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Click OK
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Report Details
Date |
The date of the treatment / Single visit day. |
Name |
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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