In this section, you can generate reports based on the different stickers assigned to a patient via patient demographics. These stickers label the status of the patient.
Read more about patient statuses in the Help Center article below:
In this article you will learn about:
> View Video Below<
To get to the Patient Categories report go to Main Menu -> Reports -> Patient Categories.
Select a date range and the patient category you want to look into.
Click Create report.
The report will be generated below. You can create a PDF or a CSV.
Note: Last Visit column shows you the date when the a patient visited their patient portal for the last time.
Additional reports include:
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All patients: all patients in Remedly database that were added within the chosen period of time.
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New patients: all patients that were added to the system during the selected time period.
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Unsubscribed: all patients who have asked to be removed from future email communications. For more information, see this article:
To receive a full report of all patients, select the Search All Patients checkbox in step 1 and All patients in step 2. All report data can be searched via the Search field, sorted via the arrows, and exported as a CSV or a PDF file.
You can check the first appointment date for patients in All patients report and New patient report.
- Scheduled
- Confirmed
- Message left
- Rescheduled
Video
Content Timelines per Minute:
00:00 - 00:07 - Where to find the patient categories report
00:08 - 00:30 - How the report works
00:31 - 1:08 - Generating the Patient categories report
1:09 - 1:36 - Generating the All patients report