Patients by School Report

Run a Patients By School report to obtain a list of your patients, grouped by the school they attend. You may run the report for specific statuses, or include patients in all statuses in the report. You may choose to run the report for an individual doctor and/or office, or include all orthodontists and offices on the report.

Click to OpenReport Data Sources

This report gets its data from the school and status assigned to the Patient Information Panel of the patient folder. You use the School editor to set up the list of schools your patients attend.

Click to OpenOpen the Report

Select Reporting from the Reporting section of the Home ribbon bar. Then from the Patient section, open the Patients by School report. You can double-click the report name, or click Run at the top of the window to continue.(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 Edge Cloud Reports" for details.

Click to OpenReport 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.)

StatusesClosed - 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. If you have Edge Specialist and you run the report for a specific specialty, only those statuses will be available.

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

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

SpecialtyClosed - If you have Edge Specialist, you can choose to include only records for a specific specialty, or include the records for all specialties in your practice.

SubgroupClosed - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, 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. See "Subgroup Editor" for details.about creating subgroups.

Click to OpenView Report 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. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.

Click to OpenReport 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, that information appears just under the report title so you know which criteria was used to generate the results.

Click to OpenShow / Hide Details

If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Click to OpenUse Arrows to Re-Sort Report

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings 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. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

Click to OpenOpen the Patient Folder / Responsible Party Record

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Click to OpenGet Detailed Report Description

Click the icon to the right of the View button to open the help article with the detailed description of the report.

Click to OpenChoose the Output

With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.