The date fields MUST contain a date value. If a date value is removed from any of the date fields a warning message will appear notifying you that the field must contain a date value.
The patient data sheet provides a comprehensive patient information sheet, and is sometimes referred to as the face sheet. This report includes patient information such as general data, advance directives, assigned personnel, physician and diagnosis information and so on.
Select the criteria you want to use to filter the report:
1. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. To include only active patients in the report, click the Active Only check box.
3. Change the following fields if you want to filter by specific items other than the default settings:
4. The Patient ID From and Patient ID Thru fields include all patients. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Patient Last Name From and Patient Last Name Thru fields contain All to include all patients in the report. To filter the report by a specific last name of a patient, or a range of last names, click the arrows next to these fields and select the name(s).
● If the Patient Last Name From and Patient Last Name Thru fields contain All, then the Patient First Name From and Patient First Name Thru fields are disabled to include all patients in the report. These fields become enabled when you select a specific last name in the Patient Last Name From and Patient Last Name Thru fields. You can then click the arrows next to these fields and select the first name(s) you want to us to filter the report.
● The Patient Meds From and Patient Meds Thru dates include the previous month. To filter by any other dates, click in the Patient Meds From and Patient Meds Thru fields and select the appropriate dates from the calendars.
● The Patient Order From and Patient Order Thru dates include the previous month. To filter by any other dates, click in the Patient Order From and Patient Order Thru fields and select the appropriate dates from the calendars.
● The Payor From and Payor Thru fields contain All Payors to include all payors in the report. To filter the report by a specific payor, or a range of payor names, click the arrow next to these fields and select the payor(s).
5. The Financial Class From and Financial Class Thru fields contain All to include all financial classes in the report. To filter the report by a specific class, or a range of financial classes, click the arrow next to these fields and select the financial class(es).
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The date fields MUST contain a date value. If a date value is removed from any of the date fields a warning message will appear notifying you that the field must contain a date value. |
6. To print only medications in the report, click the Print Medications Only check box. Otherwise, clear this check box to see all patient data.
7. To print only orders in the report, click the Print Orders Only check box. Otherwise, clear this check box to see all patient data.
8. If you want to also display ICD-9 codes in the report (instead of leaving the ICD column blank for applicable entries), check the box next to Force the report to show ICD-9 Codes.
9. Click the link below to learn about the report content:
Understanding the report content