Report:  Patient List by Modality / Payer

(Topic Last Updated On:  05/05/2010)

This report displays a list of all patients in the system, including general profile information for each patient such as each's 'SSN' (social security number), 'Race', 'Marital Status' and assigned 'Counselor', as entered for each on the Patient Profile screen.  Patients are grouped by each's treatment 'Modality', followed by Billing Provider.  This report is generally only used to review which patients have a specific 'Modality' selected on the Patient Profile screen, and a specific 'Billing Provider' selected on the Payment Information screen.  There are numerous 'Patient List' reports in the system that display different data for each patient and/or are sorted differently.

Report Column Explanations

Patient ID

This column displays each patient's 'Patient ID' number.

Patient Name

This column displays each patient's full name, in 'Last Name'/'First Name' format.

CID

This column displays each patient's 'State ID (CID)' number.

SSN

This column displays the 'SSN' entered for each patient on the Patient Profile screen.

Race

This column displays the 'Race' selected for each patient on the Patient Profile screen.

Marital Status

This column displays the 'Marital Status' selected for each patient on the Patient Profile screen.

Counselor

This column displays the 'Counselor' assigned to each patient on the Patient Profile screen.

Report Field Explanations

Modality

This field serves as a header under which each of the patients in the treatment 'Modality' are displayed.

Billing Provider

This field serves as a header under which each of the patients assigned to the 'Billing Provider' are displayed.

Total Patients for (Billing Provider)

This field displays the total number of patients assigned to each 'Billing Provider' subsection of the report.

Criteria Explanations

Modality

This parameter allows users to limit report data by displaying only patients with a treatment 'Modality' selected in this field, as selected on the Patient Profile screen.

Billing Provider

This parameter allows users to limit report data by displaying only patients assigned to the 'Billing Provider' selected in this field, as selected on the Payment Information screen.

Include Inactive

This checkbox determines whether or not inactive patients will be included on this report.

Site Group

This parameter allows users to limit report data by displaying only patients who are members of the 'Site Group' selected in this field, as assigned on the Patient Profile screen.

Site

This parameter is irrelevant for Methasoft users.  Only a facility's Home Site will appear available for selection in this field, and 'All' will be selected by default.