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.
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Reports