How do I use the Patient Lists report?

With our Patient Lists report, you have the ability to run advanced searches based on your patient population. To get started, select Patient Lists from the Reports section of your EHR.

To begin your report, click Start a new query... and select from the drop-down menu.

Search criteria & accepted values

  • Click “+” to add additional criteria to your search (there is no limit to the # of search criteria per report)

  • Click “x” to remove a search criteria at any time

  • Click Run Report to run your report initially, or to re-run a report after search criteria has been added or removed

If you’ve included multiple search criteria in your search, you can update results based on whether you’d like to match criteria based on all or any of the search criteria.
  • Selecting “all” (equates to “and”)
  • Selecting “any” (equates to “or”)

After your report has been run:
To filter results based on demographics date, select Demographics Date from the drop-down menu. Enter a date range and click Filter. Demographics date indicates the last time demographics (information in the Profile section) were updated in the patient chart.

You may also click More to view the additional patient information.


To sort results:
Select your preferred sorting option from the Sort by... drop-down menu. Sorting options include First name, Last name, Patient ID, DOB, Sex, Race and Demographics Date.

Click the down or up arrows to display results in ascending or descending order.

Once you’ve finalized your report, export your results by clicking Export CSV

Within Excel, you can format and sort the file as necessary.

EHR Features

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  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  7. How do I schedule recurring appointments?
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  11. How do I send a referral?
  14. How do I use the Patient Lists report?
  15. How can I access Practice Fusion on my tablet?
  18. Where can I change or add appointment types?
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  21. How is a patient notified of appointment status?
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  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
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  74. How do I connect to Healthix Health Information Exchange?

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