Professional List

Run a Professional List report to review the list of active professional records (i.e. pedodontist, oral surgeon, pediatrician) you have created. You can choose which type of professional to include, or run the report for all professionals in your system. Records flagged Inactive are not included in the report.

Get Started

Flag Contact Types - The Professional List report includes the contact details for the email and the work phone contact styles. In order for Edge Cloud to recognize this information accurately, you must use the Contact Categories editor to assign a category to the "Email" style, and to the "Work Phone" style. Then, in your Professional Editor, be sure to use those categories when entering the contact information. See "Set Up Contact Categories" for details.

Create Professional Records - Create records for professionals that work with your patients. See "Create Dentist & Other Professional Records" for details.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Table > Professional List > 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. Choose Professional Type (s)  - Select one or more professional type to include on the report (i.e. oral surgeon, periodontist, etc.) or choose to include all professionals.

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.