Report:  Patient List Inactive

 

(Topic Last Updated On:  05/05/2010)

 

This report displays all inactive patients in the system, and includes contact information, last dose take on date, last dose amount, and the patient's current balance for all 3 balance types.  Available criteria filters allow this report to display only inactive patients with a balance not equal to 0, as well as only inactive patients assigned to a selected counselor.

 

 

Report Column Explanations

 

ID

This column displays each patient's Patient ID, as entered on the Profile screen.

Full Name

This column displays the full name of each patient, as entered on the Profile screen.

Phone

This column displays each patient's Phone number, as entered for the Patient address type from the Profile screen.

City

This column displays each patient's City of residence, as entered for the Patient address type from the Profile screen.

State

This column displays each patient's State of residence, as entered for the Patient address type from the Profile screen.

Last Take-On Date

This column displays the Take On date of the last dose dispensed to each patient by your facility.

Last Dose Amount

This column displays the dose amount of the last dose dispensed to each patient by your facility.

Current Balance

This column displays the current Patient balance amount for each inactive patient.

Current Ins. Balance

This column displays the current Third Party balance amount for each inactive patient.

Current Dep. Balance

This column displays the current Deposit balance amount for each inactive patient.

 

Report Field Explanations

 

Total Patients

This field displays the total number of inactive patients listed on the report.

 

Criteria Explanations

 

With Open Balance

This parameter allows users to limit the report's data by displaying only inactive patients with one or more balance amounts not equal to 0.

Counselor

This parameter allows users to limit the report's data by displaying only inactive patients assigned to the Counselor selected here.