Start Origin Report

Run the Start Origin report to obtain a list of patients for any range of treatment start dates, grouped by Start Origin. You may include all start origin descriptions, or choose to include only specific descriptions on the report. Each section of the report lists the patient names and ID numbers, as well as the treatment phases and start dates for that start origin. Since a patient may have multiple treatment phases with start dates within your date range, patients may be included in the report multiple times.

Get Started

Create Start Origin List - Use the Start Origin editor to create your list of reasons patients decided to start treatment at your office (i.e. Exam, Insurance Approved, Medical Necessity). The data is collected by treatment phase on the Findings page of the patient folder. You can optionally add standard Gaidge descriptions to this list. See "Start Origin Descriptions" for details.

Record Patient Start Origins - The Start Origin report uses the Start Origin field found on the Findings tab of the patient folder: You must maintain this data for all patients to ensure the accuracy of the report. See "Treatment Findings" for details.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Patient > Start Origin > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

   Origin Type - Select individual start origin descriptions to include, or enable the All  option to include all descriptions in the report.

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for all orthodontists in your practice.

3. 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 "Subgroup Editor" 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.

4. 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 continue with the printing options.

5. 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 "Use Report Results" for details.

More Information

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.

Use Arrows to Re-sort Report - While viewing the report on your screen, use the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.

Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.