Status Count Comparison Report

Run the Status Count Comparison report to obtain a comparison of the number of patients in each status for two different dates. The report includes the net increase or decrease of patients assigned to the status, and the increase or decrease percentage. It also includes a bar chart of the results. You can choose specific statuses, or include all statuses on the report. Typical use might be to compare each month’s values to the prior month or year. This can show trends for the practice by status and total numbers of patients.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Patient >Status Count Comparison > 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 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 patients are included in the report. (If the 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.

   Statuses - Select to include only patients in one or more specific statuses, or include patients in all statuses. You can select multiple status descriptions by clicking each description to include. You can quickly clear the list of selected appliances by clicking All twice.

   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. 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.

4. 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.