New Patient Names Report

The New Patient Names report will list all names of any new patients once they have attended for the practice for treatment.

If an item is marked as a non-treatment item, the patients First Seen Date will not update, therefore this patient will not be counted.

Run the Report

1. Go to Location Management > Reports tab

2. Open New Patient Names Report

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

   2. Location: Select the location or <Any Location > if applicable

   3. Provider: Select the Provider or <Any Provider> 

   4. Status: Select from

      1. Main Provider: The Provider selected in Patient Records > Patients tab

      2. Second Provider: The Provider selected in Patient Records > Patients tab

      3. Treatment Provider: The Provider selected for the treatment item

   5. Show inactive providers as well: Tick to include inactive Providers

   6. Show totals only: Tick to hide details of the report

   7. Click OK                                                                                                                 

Report Details