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Simple Reporting: Patient List Report in ChiroHD

Updated over 11 months ago

The Patient List Report in Simple Reporting allows you to generate a complete list of all patients in your clinic, with flexible options for sorting, filtering, and exporting.


How to Access the Patient List Report

  1. Navigate to Reporting > Simple Reporting.

  2. Click on the Patient List tab.


What the Patient List Report Shows

This report includes every patient within your ChiroHD system, based on the filters you select.

You can:

  • Print the list for quick access.

  • Download a CSV file to open and manage in spreadsheet software like Excel or Google Sheets.


Sorting Options

You can order the list by:

  • Last Name

  • First Name


Filtering Options

You can filter the list by patient status:

Status Option

Description

Active

Patients who are currently active in care

Inactive

Patients who have been marked as inactive

Terminated

Patients whose profiles were terminated

All

View all patients, regardless of status


Quick Summary

Feature

Details

Full Patient List

Generate a report for every patient in the clinic

Export Options

Print or download as CSV

Sorting Options

Order by First Name or Last Name

Status Filters

Filter by Active, Inactive, Terminated, or All


The Patient List Report is a simple but essential tool to quickly access, export, or review your full patient database.

If you would like assistance designing custom export templates to track specific data fields (like tags, insurance types, or balance status), contact ChiroHD support.

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