Generating the Patient List Report for a Medical Condition

The Patient List report enables you to generate a report of patients with a specific medical condition entered in their Patient Folders. For more information on how to enter a medical condition for a patient, see Adding or Removing Medical Conditions.

To generate a Patient List report for a medical condition:

1. Select More > Reports.

2. In the Select a Report window, highlight Patient List report.

3. Select Next.

4. Enter a Start Date and End Date. Patients who had prescriptions filled within the date range appear on the report.

5. In the Condition field, enter the medical condition.

   • To search for a medical condition:

     1. Select the Search button while your cursor is in the Condition field. The Medical Condition Search window opens.

     2. In the Description field, enter the medical condition.

     3. Select Search.

     4. Select the matching condition in the results section.

     5. Select OK.

6. Complete the other Criteria fields if applicable.

7. Optional: Select the Sort Options tab to sort the report by the following:

   • Patient Name

   • Last Activity

   • Rx Volume

   • Rx $ Volume

8. Select Preview or Print.