Skip to main content

Patient Categories Report Overview

  • Updated

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. 

mceclip0.png

Select a date range and the patient category you want to look into.

mceclip1.png

Click Create report.

mceclip2.png

The report will be generated below. You can create a PDF or a CSV. 

mceclip4.png

Note: Last Visit column shows you the date when a patient last visited your practice.

Additional reports include:

  • All patients: all patients in Remedly database that were added within the chosen period of time.

  • New patients: all patients that were added to the system during the selected time period.

  • 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.

IMPORTANT: Practices with a large number of patients (thousands or more) should avoid selecting Search all patients for the report to prevent delays. Instead, break the report by 2 date ranges using the Created Date - from the time you started creating patients till Today - and Create 2 different reports. Generate CSVs for them one by one, and then combine the resulting data in one single report.

For instance, you started creating patients from 01/01/2009, so the reports generated should be for the following date ranges:

From: 01/01/2009 To: 12/31/2019

From: 01/01/2020 To: day=Today

This approach significantly reduces report generation time.

mceclip0.png

You can check the first appointment date for patients in All patients report and New patient report. 

This column will show appointments the date of which has already passed and that have the following statuses: 
  • Scheduled
  • Confirmed
  • Message left
  • Rescheduled

mceclip4.png

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

 

Related articles

Powered by Zendesk