Patient Findings Report

Run the Patient Findings report to obtain the data you have recorded on the Findings page of the patient folder for the patient's current treatment phase. You can generate the report for an individual patient or a subgroup, and select which findings to include.

Show/hide example

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How to Get Here

• Home ribbon bar > Reporting > Patient > Patient Findings > Run. (You can also search for the report you want to work with.)

   

  Click Reporting from the Reporting section of the Home ribbon bar.

  

  Expand the Patient reports section (if needed), and select the Patient Findings report. Then click Run.

  

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• You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

Run This Report

Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.

 

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• Patient - Search for the patient to print the report for. If you select a subgroup, as described below, this field is ignored.

• Headings - Select the findings headings you would like to include on the report. If a patient does not have any findings information listed within a selected heading section, that heading is not printed on the report.You can select All Headings at the bottom of the list to include all findings information on the report.

• Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Set Up & Manage Subgroups" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

• View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.

Notice

• Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.

• Current treatment findings only - Note that this report includes the findings recorded for the patient's current treatment phase only.

Finish

Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.

• Patient Reports
  • Appliance Tracking Report
  • Appliance Tracking - Back Dates Report
  • Different Last Names List
  • General Patient List
  • Non-Patient Siblings Report
  • Patient Findings Report
  • Patients with Unsigned Treatment Charts Report
  • Practice Genius Report
  • Practice Monitor Report
  • Professional Assigned & Referred Patients Report
  • Referral Report
  • Referrals by Patient Report
  • Status Count Comparison

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