Demographic Reports

When you need patient or account statistics or a list of patients based on a specific set of criteria, the demographic reports below will help. These reports can be used for long-term strategic planning, recalling patients for physicals, and understanding patient age distribution at your practice.

recaller

The Patient Recaller (recaller) builds patient or account lists based on a wide range of criteria. In addition to producing customizable lists, the recaller can generate form letters and address labels.

Use recaller to recall patients for physicals, find patients who received a certain procedure, list patients based on a status flag, generate appointment reminder postcards, review a list of patients with asthma diagnoses, or view patients who have a particular insurance plan. You can mix and match these and other options and modify the report output to include information about the patient or their account(s).

The recaller is in the Patient Demographic Reports window within the Partner Programs window. You can also type recaller at a command prompt.

cfs

The Special Accounts Editor (cfs) generates an interactive list of accounts. The available lists are based on your office’s status flags or one of several built in criteria, such as overdue accounts or accounts with credits.

The Special Accounts Editor is located in the Patient Demographic Reports window within the Partner Programs window. You can also type cfs or show at a command prompt.

listins

The List Account/Patients By Insurance (listins) report produces lists based on insurance plan effective dates for any plan or group of plans. Use listins to find all patients who have a particular insurance plan during a specified date range.

The List Account/Patients By Insurance report is located in the Patient Demographic Reports window within the Partner Programs window. You can also type listins at a command prompt.

hmo

The HMO report generates an age distribution for each primary-care physician for any of your practice’s insurance groups. Run hmo to find out how many patients under five years old have BCBS and Dr. Smith as their primary care physician. The same information is available in the recaller, but hmo lists all physicians for all age ranges in a single report, and includes subtotals.

The HMO report is located in the Patient Demographic Reports window within the Partner Programs window. You can also type hmo at a command prompt.

printpatstats and specstats

The Print Patient Statistics (printpatstats) program generates a series of printed charts on demographic data such as sex and age distribution. While this information is available in other reports, some prefer the visual representation of printpatstats. Run specstats to use the recaller screens to limit the patients included in the report.

If you would like to see a comparison chart of patient age but want to exclude patients who have left your practice, run specstats and use the recaller screens to exclude various patients. After you are finished making criteria selections, printpatstats will run automatically.

The specstats report is located in the Patient Demographic Reports window within the Partner Programs window. You can type specstats or printpatstats at a command prompt.

duplicates

The Duplicate Account/Patient Report (duplicates) shows all accounts and patients that have a duplicate entry in Partner. If your office frequently adds a new account or patient when they should be editing an old one, duplicates can help you clean up the double entries.

duplicates is located in the Account/Patient Administration window within the Partner Programs window. You can also type duplicates at a command prompt.

srs: Patient Demographic and Policy Reports

The Smart Report Suite (srs) has a category for demographic reports, including patient count and insurance policy reports. You can restrict the reports by a wide range of criteria. srs is located in the Practice Management window within the Partner Programs window. You can also type srs at a command prompt.

  • Last modified: August 3, 2015