Patients List by Category Report


This report will list all patients with a first seen date in the date range selected in report parameters. The patients will be grouped by the category allocated in their files. 

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Patients list by Category report

    1. Category: Select one category or All categories to include in the report

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

    3. Main Provider: Select the main Provider(s) of the patients to include in the report

    4. First seen: Select the date range to base this report on. Date range refers to patients' first seen date in this report

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

    6. Click OK


Report Details


Set Patient Category for a Patient

Edit Patient Category

Add New Patient Category

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