This report displays a list of new patients with this specific data.
Utilize it to its potential and stay up-to-date on when Patient Profiles were created.
Where is it?
Start by navigating to 
Reports.
Under the Statistics heading, select New Patients.
Enter in the details
Complete the Report Parameters in the available fields.
Parameters Explained
Click here for more about what each field represents.
| Start/End Date |
Enter the date range for the report |
| Practitioner | Select individual or all practitioners |
| Clinic | Select the clinic (if in a multi-clinic setting) |
|
Seen by |
Check this if you would like to only include new patients that had completed appointments |
| Include First Invoice Amount |
Check this to include the first invoice amount |
| Output | Select to export to PDF or Excel format |
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Note: Setting the Excel output allows for custom sorting and quick calculations. |
Report Sample:
Click on the image to view a larger sample of the excel output.
Columns & Calculations
Click here for more about what each field represents.
- Name (of Patient)
- Phone Number (Set as Default)
- Email Address
- Group Type (of Patient)
- Default Clinic (of Patient)
- Treatment Completed (To Date)
- First Practitioner (Seen by the Patient)
- Referral Source
- Family Physician (General Practitioner)
- Clinic (Based on Patient Appointments)
- Date Created (Patient Added into System)
- First Appointment Created (User which scheduled the first appointment)
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