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Patient List Report

  1. Select Administration > Reports and double-click the Patient List Report:

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  2. Sort Patients By: Select a sort criterion:

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  3. Use the Select Patients field to select, edit or create a new query to define the patients, making it possible to print Statements for selected groups of patients as defined in the query:

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    See also these resources for related Queries information:

    Video series for Contact Lists and Queries (multiple videos)

    Mini-masterclass - Contact Lists

  4. Provider(s): To limit the report to just the patients of one or more providers, select the provider using the or buttons, or the button to select more than one provider.

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Edit Layout: Click this button if you need to make changes to the report layout.

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Send the report to the printer.

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Preview the report before or instead of printing it.

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Email a copy of the report to an email recipient.

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Export: Export the report details to a file that can be then used by a spreadsheet or word-processing program.

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Close the window without printing the report.

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