Patient Analysis

Summary:

List of clients registered within your date range regardless of appointment status

Parameters

Business:

Leave blank to include all businesses and self funders

Location Status:

As default it will only display data for Active & View Only locations. To see 'All' this will need to be selected

Location:

Leave blank to show data for all locations from the setting above. For example, if no locations are selected it will look for all 'Active & View Only’ locations as shown above.

Practitioner Status:

Defaults to ‘Full Time & Pay G’ practitioners. If you need to see disabled practitioners ‘All’ should be selected

Practitioner:

Leave blank to pull through all the practitioners from the setting above. Otherwise select as many practitioners on the drop list as needed.

Registered Between:

Date selection is mandatory. The report will pull through all clients with a registration date between your date range.

Gender:

Leave blank for all, or select one or multiple to limit the results. The list pulls from settings - configuration - genders

Enquiry Source:

Leave blank for all, or select one or multiple to limit the results. The list pulls from settings - configuration – enquiry sources

Show Patients With Future Appointments?

Will default to ‘Disregard’. A breakdown of the options below:
Disregard: Will not filter the report further.
Yes: Will only show patients with future appointments
No: Will not show patients with future appointments

Group By Location?

Separates the data into location groupings, with totals per location at the bottom of each group

Group By Practitioner?

Separates the data by practitioner, with totals per practitioner at the bottom of each group.

Note: If more than one grouping is selected they will stack one under another in the order they appear in the parameter section.

Once you submit your parameters you can save this as a preset by pressing save at the top right-hand side of the report.

Columns

Registered Location:

The Location the client record is linked to. This may be blank for those that sign up via Connect.

Client Name:

The full name of the client. This will be hyperlinked, which when clicked will open the client record in a new tab.

Client Reference:

The client reference number on the client record.

Contact Details

It will display the client’s mobile number. If this is blank, it will display their work telephone number. Finally, if this is blank it will show their home telephone number.

Email:

Client’s email address

Gender:

Client’s gender

Address:

Combined address line 1 to 4 into the one field.

Postcode:

Client’s postcode

Registration Date:

Pulls through the registration date linked to the client’s record.

Practitioner:

Displays the clients ‘default practitioner’ linked to the client record. This may be blank if they have not booked an appointment yet.

Business:

Will list the business linked to the client. If there is no business, it will display ‘Self Funder’

Enquiry Source:

The enquiry source linked on the client record

Future Bookings:

Will let you know if the client has any future bookings from the time the report is ran.

If exporting the data into a CSV or Excel file, the grouping parameters should be ignored.