Active Patients

Introduction
Active Patients Report:

  1. Includes the new and existing patients’ types in which:
    New Patients are patients who Don’t have a Completed Visit before the selected date range.
    Exiting Patients are patients who have a Completed Visit before the selected date range.
  2. Report displays Info of patients within selected date range all over the Clinic level (For all branches).
  3. Report displays Data over the Last Month by default.
  4. Info of patients displayed in report are divided in to 5 Sections: (New Vs Existing, Visits, Procedures, Insurance Vs Cash and Insurance Vs Cash Income).

(Active Patients) report could be accessed from:

  • Analytics >> Admin >> Active Patients.

Filtration
User has the ability to filter data within required period of time from:

  • Date Range
    – (From)  and (To) fields in the filtration Area.

Content
Report’s body displays data in 5 sections which are:
1- New Vs Existing

  • Section displays the Count of new and existing Patients who have completed at least one visit within the selected date range. Data displayed in a Pie Chart and a Horizontal Bar Chart.
    – Note that patients’ visit taken in consideration in this section are the visits of Completed Status Only

2- Visits

  • Section displays the count of all visits (Appointments) with all status: (Unconfirmed, Confirmed, Checked In, Delayed, In Progress, Completed, Checked Out, Missed and Cancelled) for all patients (New and Existing) in a Pie chart and a horizontal bar chart in which each status has a different color.
    >> Note that: If the Selected Date range is by months, then the table will display (Months of Year) instead of the (Days of Week).

3- Procedures

  • Section displays the count of all procedures with status: (Planned, In Progress and Completed) for all patients (New and Existing) in a Vertical Bar chart in which each status has a different color.
    – Note that Procedures are displayed according to their Creation date.

4- Insurance Vs Cash

  • Section displays the count of Insurance and Cash patients (New and Existing) who have completed at least one visit within the date range in Vertical Bar chart.

5- Insurance Vs Cash Income

  • Pie Chart displays the Total Fees of any (Completed and In Progress) Procedure related to Insurance and Cash patients (New and Existing) within the selected date range.
    – Completed Procedures: displayed if “Completion Date” is within the date range selection.
    – In Progress Procedures: displayed if the “Started Date” is within the date range selection.
  • Label of (Total Patient Payments) displays All of the Actual Payments related to the Cash patients within the selected date range.
  • Label of (Total Insurance Payments) displays All of the Actual Payments related to Insurance Patients within the selected date range.

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