Patient Reports

Generate reports about your patients based on common criteria such as age, SNAP status, conditions and medications using Patient reports.

Before you begin

Permissions:
  • View Clinical Reports

About this task

Search and generate the patient's report by using various search criteria options in the Reports section.

Procedure

To search for patient's reports in Patient Reports window:
  1. From the main menu, click Reports iconReports > Patient Reports tab.
    Patient Reports Window
  2. From the New Report / Search list, select one of the following options:
    • To create or search for a new report, select New Report / Search.
    • To open a previously saved report or filter, select the required report.
  3. Select search criteria as required. For more information, see Patient Report Search Criteria.
    • Practitioners can use the Medical Filters section to report on conditions and other criteria.
      Patient Report - Medical Filter with Allergies filter
    • For the allergies report, in the Allergies section, select the required category of the report you want to generate. For more information about all allergy categories, see Medical Filters.
    • A summary of the search criteria is displayed in the Search Criteria section. Review displays at the bottom of the panel, before apply review the search criteria.
      Patient Search Criteria Example
  4. If required, to save a filter of search for future use, click Save as. In the Save report as panel:
    1. In the Report name field, enter a name for the report that will make it easy to find later.
      Note:
      The report name must be in alphanumeric format and cannot be blank or named new report.
    2. Click Save.
  5. Click Search.

Results

Patient records that match the selected filters are listed in the left panel.
Patient Reports Example

What to do next

If required, in the search results:
  • Reset - clear the search criteria.
  • Show contact details - use the toggle to show the patient's contact details in the search results, such as contact number, address and email address.
  • Export to CSV - export the search results as a CSV format file.
  • Recall from SearchRecall - create a recall for a particular patient. For more information, see Generate a Recall by Searching for Patients.
  • Add selected to recalls - create a recall for the selected patients. For more information, see Generate a Recall by Searching for Patients.
  • Open Patient record iconOpen patient record - open the selected patient's record.
  • Delete - remove the saved reports or searches.
  • Save - save the changes to the saved reports or searches.