PMP Manual National - Jul. 2014 | Page 72

PATIENT MANAGEMENT PROGRAM Patient Query by Doctor or Office Various types of information may be derived from selecting items in this report, such as New Patient Lists, Birthday Lists, etc. These reports can be sorted by Number, Surname or Birthday and contain your choice of customized information from the patient file. Boxes must be checked to the left of the criteria options and to the left of the selected alphabetical fields in order to produce the required report. Query Customization The criteria fields you select will determine which patients are included on the report; for example your new patients, birthday patients etc. Once you have selected the criteria for your query click Customize. Now you are able to select what information about these patients to include on the report by check marking the boxes in the right hand column. These items will appear in the middle column entitled MY Fields (Ordered). Change the order of the fields by clicking the red arrows to the right of the items. 71 | Reports