Patient Listing Report

Description: The Patient Listing Report displays a list of patients (including their last visit, balance, birthday, and email) based on certain filter criteria. The report can be run in a variety of different ways including but not limited to:

  1. Claim date of service
  2. Last visit date
  3. Patient Age
  4. Patient Balance
  5. Practice
  6. Payer

Information related to the patient including patient/insurance/total balance, last visit, birthday, and email are displayed in the report. Grand totals for all balance field can be found at the bottom of the report.

Limitations: Does not include inactive patients.