PATIENT MANAGEMENT PROGRAM
Once all items are selected and ordered you can choose to save this query for future use. For example, if
you do a monthly New Patient report with referrals you can set the fields up once, save them, then
retrieve them whenever necessary. Click Save Field List. Type the name of the file in the box to the right
of File Name, click Save. Your file is now saved in the Report Directory. You may retrieve it for future
query customization by clicking the Load File List button.
Click Run the Report MY way.
Labels
You may print Mailing Labels from within the PMP. Click the Report menu, Mailing Labels. Choose Select
Patients Individually. Choose a practitioner and click Run the Report for this Doctor.
There are two ways to select patients individually:
1. Number, Surname, or First
2. Fill the List Using Patient Query
Number, Surname, or First
Click the button of choice for how to search for your patients. The selection will turn yellow. Click into the
Search field. Start typing the first few letters or numbers. Double click or press Enter on the appropriate
patients. Selected patients will appear on the right.
Fill the List Using Patient Query
The query area can now be utilized to pull patients that meet the criteria you select for labels. Once all
required fields are checked click Accept. You will be returned to the Select a list of Patients’ screen.
Click Continue, and then OK.
If your labels are not positioned correctly on the sheet of labels you can increase or decrease the
top margin. This is done under the Setup menu, Clinic Defaults, Mailing Labels. Increase the
number to start the labels further down on the paper.
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Reports