12 hours ago · SoftDent: Running the Patient Last Visit Report. The Patient Last Visit report generates a list of patients with a last visit date within a date range. To generate a list of patients’ last visits: 1. Select Reports > Patient > Last Visit. The Output Options window is displayed. 2. >> Go To The Portal
While in CS SoftDent, select reports from the top ribbon, hover the mouse over patients – side menu will show – and select Last Visit – you can access this list while on any screen. Once clicked Last Visit, a popup window will appear.
To run the New Account List report:Select Reports > Account > First Visit. ... Select an output and click OK. ... In the Date Range of First Visit section, click the drop-down arrows to select the starting and ending dates from a calendar.More items...•
The total count of patients will be displayed on the last page of the report.Click Reports in the main menu bar.Select Patient.Select Alphabetical.Click OK on the report output options window.Click OK on the Patient List report setup window. ... Allow the report to generate.
Generating the Patient Report (by Filters)Select Office Manager | Letters | Misc. ... Highlight Patient Report (by filters) and click Edit to open the Patient Report View.Select the filters you want to use to narrow the report data. ... Click the Data Fields tab and check the data you want to include on the report.More items...•
To add a new patient or account from the Daily Appointments or Book At A Glance windows: Select an option: In the Daily Appointments window:Select a time slot, and select Appoint For New Patient/Account. In the Book At A Glance window:Select a time slot, and select Appoint For New Patient/Account.