Updated: 01/23/2025 | Views: 52
Use the All Patients report to help increase practice efficiency. Quickly identify patients with missing information or needing follow-up, and analyze patient distribution to identify trends.
Note: To access the All Patients report in the web platform, review Navigate All Patients Report.
Navigate to All Patients Report
- Click Analytics > Patients > All Patients. The All Patients report opens.
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Navigate All Patients Report
The All Patients report can be customized to include specific data and how the data displays.
Note: Customization of the report does not automatically save. Once a user closes the report, the default report view displays when the report is opened again. To save the customization, use the Create New Report feature to save the report as a new customized report.
- Search: Click the search icon to search for specific report data.
- Refresh Data: Click the refresh icon to refresh the report data as necessary.
- Table Filters: By default, all active patients display.
Note: For practices that exceed the maximum number of total records for a report, it is recommended to add filters to effectively utilize the search, sort, group, aggregation, and export report features.
- To filter by specific criteria, click the filter icon and add the appropriate filter(s) (e.g., Patient Age, Referral Source, Default Rendering Provider).
- To remove a filter, click X.
- Table Configuration: Click the gear icon to adjust the table density (e.g., Compact, Standard, Comfortable) and/or manage the table columns to hide/show a column.
- Table Actions: Click to export the report to CSV or Excel, create a new report, or to save or delete a customized report.
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- Columns: Customize the report to only display specific columns and in the preferred order. Available options depend on the column data.
Note: Data grouping and aggregation does not save when creating a new report.
- To reorder the columns, click the column header then drag and drop in the preferred order.
- To sort by ascending or descending, hover over the column header and click the arrow.
- To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s).
- To sort, unsort, hide or manage columns, hover over the column header and click the more options icon.
- To group all records by a specific column, hover over the column header and click the more options icon. Then, select Group by (column name).
Note: Once applied, an additional column displays with the grouping.
- To aggregate a column by size (count), sum, average, etc., hover over the column header and click the more options icon. Then, select the appropriate option from the Aggregation drop-down menu.
Note: Once applied, values display at the footer of the report table and at the group level when grouping data.
- Patient Summary: Displays information such as the patient ID number, status, patient name, patient date of birth, age, sex, marital status, etc. Scroll as necessary to view more information.
- To open and view the Patient record, click the Patient ID or Name.
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