Overview:
The Advanced Patient Search is a powerful tool that allows you to run detailed reports based on various criteria. Whether you need a broad overview or a specific subset of data, this tool can help you find the information you need. This article provides a step-by-step guide on how to use the Advanced Patient Search to create reports, save templates, and build workflows.
Accessing the Advanced Patient Search
1. Navigate to your location > Reporting > Advanced Patient Search
Customizing Your Search
2. Expand Categories for a Robust Search:
Patient Settings: Filter by patient status (e.g., active, inactive) and referral sources. You can also include or exclude patients based on specific tags.
Visit Settings: Search by last visit date range or visit count. This refers to charges on the patient ledger, not appointment types.
Services Charged: Find patients charged for specific services within a date range. You can filter by service categories like Chiropractic or Massage.
Inventory Items: Search for patients charged for particular inventory items within a specified date range.
Case Information: Filter by case type, case status, patient balances, or insurance balances.
Demographics: Search by age range. For example, you could use this field to identify patients of Medicare age.
Insurance: Filter patients by third-party payers.
Note: These fields build on one another, allowing for more advanced and nuanced searches.
Running the Search
3. Set Your Criteria and Run the Search:
Adjust your search criteria as needed.
"Click Search Patients" to generate the report.
Post Results
4. The dashboard will display the number of patients matching your search criteria. You can then choose from the following options/actions:
Bulk Inactivate Patients: Mark multiple patients as inactive.
Download csv: Export the report as a CSV file (spreadsheet).
Download pdf: Export the report as a PDF file.
Text Matching Patients: Send a text message to all matching patients. (Note: Bulk emailing is not supported yet.)
If a patient’s name appears as a blue hyperlink, you can click on it to go directly to their patient snapshot.
Saving and Using Templates
5. Save Your Search as a Template:
After setting up your search criteria, click "Save Configuration".
Name your template and save it for future use.
Saved templates allow you to quickly run reports that you need frequently.
6. Pinning Reports for Workflow Integration:
You can pin saved templates to your Simple Reporting page.
Assign an order number to dictate the sequence of your pinned reports under Simple Reporting.
Use Simple Reporting as your daily workflow list, incorporating tasks like checking collections, health checks, etc..
Snooze Option: You can snooze a patient, temporarily removing them from the report until a specified number of days have passed.
Conclusion
The Advanced Patient Search feature is designed to help you create detailed, tailored reports that meet your office’s needs. Whether you’re saving reports as templates or integrating them into daily workflows, this tool offers flexibility and efficiency.
Note: This guide provides a general overview of the Advanced Patient Search feature. As the system evolves, additional functionality and options may be added.