PATIENT MANAGEMENT PROGRAM
4) Individually or grouped from the Report menu. Choose the Report menu, Statements, List of Patients.
Select the practitioner and click Prepare the report for this Doctor. Click on Number, Surname or First to
search for patients by that field. Click into the Search box after choosing the search type and type the name
or number. Double clicking or pressing Enter after the patient is highlighted or clicking Add Selected will
copy that patient into the Selected Patients box.
By choosing Fill the List using Patient Query you can choose patients by other criteria. Click Continue. In
the Prepare Statements for screen select options in the same manner as for item #1 from within the
Patient Information Account Activity screen.
Appointment Book
The Appointment Book printout gives a printed version of the day’s appointments. It is convenient for
practitioners who want to have a copy of their day.
Print the appointment book by clicking the Report menu, Reminders / Recalls, Appointment Book.
Choose the date and times. Clicking Partial Day will allow you the option to input a time range. Appointment
Type Colours will include the appointment colours associated with each appointment. Choose Colour Options
if you have a colour printer. Click Print the Appointment Book.
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Reports