How do I use the Patient Lists report?

With our Patient Lists report, you have the ability to run advanced searches based on your patient population. To get started, select Patient Lists from the Reports section of your EHR.

To begin your report, click Start a new query... and select from the drop-down menu.



Search criteria & accepted values


 
  • Click “+” to add additional criteria to your search (there is no limit to the # of search criteria per report)

  • Click “x” to remove a search criteria at any time

  • Click Run Report to run your report initially, or to re-run a report after search criteria has been added or removed


If you’ve included multiple search criteria in your search, you can update results based on whether you’d like to match criteria based on all or any of the search criteria.
  • Selecting “all” (equates to “and”)
  • Selecting “any” (equates to “or”)


After your report has been run:
To filter results based on demographics date, select Demographics Date from the drop-down menu. Enter a date range and click Filter. Demographics date indicates the last time demographics (information in the Profile section) were updated in the patient chart.

You may also click More to view the additional patient information.

 

To sort results:
Select your preferred sorting option from the Sort by... drop-down menu. Sorting options include First name, Last name, Patient ID, DOB, Sex, Race and Demographics Date.

Click the down or up arrows to display results in ascending or descending order.

Once you’ve finalized your report, export your results by clicking Export CSV



Within Excel, you can format and sort the file as necessary.

EHR Features

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  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  6. How can I customize my default appointment time and the appointment slots on my schedule?
  7. How do I schedule recurring appointments?
  8. How do I change appointment status in the scheduler?
  9. What is the appointment reminder process?
  10. What reports are available in the EHR?
  11. How do I send a referral?
  12. How do I export patient demographics from Practice Fusion to an Excel file?
  13. How do we integrate our product or service with Practice Fusion?
  14. How do I use the Patient Lists report?
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  16. How can I re-fax a failed fax referral?
  17. Do we receive a notification when a patient requests an appointment?
  18. Where can I change or add appointment types?
  19. How do I find a patient's past and future appointment?
  20. How do I create a block on the schedule?
  21. How is a patient notified of appointment status?
  22. Is scanning patient information into Practice Fusion legal?
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  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
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  34. How do I refer a colleague to Practice Fusion?
  35. How can we organize documents?
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  37. How do I recover a deleted appointment?
  38. How do I color code the scheduler?
  39. What information will display when I print the Appointments sheet?
  40. How do I schedule time for non-provider staff?
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  42. How can I hide inactive users in the Schedule?
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  44. What emails are sent to patients?
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  55. How do I create custom document types?
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  62. Is private training available?
  63. How do I use the help menu drop down?
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  67. What is the Prescription Report?
  68. How do I submit an idea?
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