Patients listing printing dialog

Report Title
     This field is the title printed at the top of the report. You can change it to personalize the report. According to the type of report chosen, this title default to different text.

Choose the output printer
     If this check box is checked, a Print dialog window will show up asking to which printer you want to print.

     Two of the controls are radio buttons groups, to make your selection you need to click on the radio button to select it. A radio button is a one ON only type of button, mean that only one button can be selected at a time within a group of buttons inside a gray box. When you select one, the others are automatically not selected.

Select the Type of Report
     This radio buttons group is to select the type of listing you want. There are 3 types of listing:

• Listing - This is a summary report with one line per patient with minimum information. This is useful for getting a list of names and addresses inside a smaller number of pages.
• Detailed Report - This is a detailed report with demographic and insurance information. there are 3 lines per patient.
• Insurance Pending - The layout on the report is data retrieved from the patients database for all the insurance pending flags set. (See Insurance Info)

Select the printing order
     This radio button group is to select the presentation order you want on the listing. The orders are as the following:

• Patient's ID # - This is the identification number in FertiSoft
• Last name - Alphabetical order by patient's last name
• City - This is the city CODE order, not the name of city itself, because cities are stored in the database as a code number, the order will be by this code number. To define the city code number, see the towns table section. (See Towns table)
• Zip code - This is the patient's address zip code. Very useful for mailing purpose by area.
• Phone number - This is the patient's home phone number. Very useful for mailing purpose by area.
• Date of birth - This is the patient's date of birth. It will give you a chronological listing by age.

     In this dialog window, there is many combo boxes to make your choice. A combo box is a control that displays only the current item in a single-line edit control but allows the user to display its list box by clicking on a drop-down arrow button to the right of its edit control.. It will show a list of choices already entered in the system tables. All the information you need will be there, but if it is not, there will be no patient with this information. This option also allows the user to start typing in text which, if matched by the system, is highlighted in the list box component of the control. The user then clicks on the highlighted item to complete the selection.

Select the filters
     This box is for selecting regular filtering on the listing. The "Hospital:" field is to select a filter on a specific hospital affiliation for the patient stored in the "Medical Info" tab under the "Hospitals" sub-tab. Under the "Flags" box, there is the "Active patients only" filter that will list only patients with this flag set in the demographic data. Also, there is the "Blood Room patients only" filter that will list only patients with this flag set in the  demographic data. The "Group by Couple" check box is for filtering out all the male patients, only female will be included in the listing.

     The "From:" and "To:" fields are for building a range for the report according to the selected order in the "Select the printing order" box. If the selected order is Patient's ID, the value entered in the field must be IDs. Example:

From: 900000 
    To: 910000

     This will create a list of patients ordered by ID numbers and within the range specified.

If the selected order is Last name, the value entered in the field must be first letters. Example:

From: BL 
    To: BM

     This will create a list of patients ordered alphabetically by last names and within the range specified. All patients with last name starting with BL up to and including BM, like "Black"

If the selected order is City, the value entered in the field must be town codes from the town system table. Example:

From: 000012 
    To: 000012

     This will create a list of patients ordered alphabetically by last names and with "Woburn" (code 000012 in the towns system table) as address' city. It is best to use zip codes for area filtering. This filter is good if you only want 1 or 2 towns and that you know the town code number.

If the selected order is Zip code, the value entered in the field must be valid zip codes creating a range for the area you want to filter. Example:

From: 01867 
    To: 01868

     This will create a list of patients ordered alphabetically by last names and with a zip code of 01867 or 01868 in the address. It is good to use zip codes for area filtering. This is very useful for creating mailing lists by region.

If the selected order is Phone number, the value entered in the field must be complete or partial phone numbers creating a range for the area you want to filter. When this option is selected, the parentheses and the dash forming the phone number are automatically inserted in the field, you only have to enter the numbers. Example:

From: (781) 942- 
    To: (781) 943-

     This will create a list of patients ordered phone numbers and with a phone number starting with (781) 942 or (781) 943 as the home phone number. It is good to use the phone numbers for area filtering. This is very useful for creating mailing lists by region.

If the selected order is Date of birth, the value entered in the field must be complete dates creating a range for the age you want to filter. When this option is selected, the slashes forming the date are automatically inserted in the field, you only have to enter the numbers. Example:

From: 01/01/1960 
    To: 12/31/1960

     This will create a list of patients ordered alphabetically by last names and with a date of birth during the year 1960.

Select a Physician filter
     This is to filter the listing according to stored information about the patient's physician. There are 2 types of physician in a patient's record; referring and primary. You can define, by check the appropriate box, if you want to filter on the referring physician, the primary physician or both fields. Then you select the physician in the combo box you want to filter the listing on.

Select the insurance companies filter
     This is to filter the listing according to stored information about the patient's insurance companies.  There are 3 types of insurance company in a patient's record; primary, secondary and tertiary. You select one OR MORE insurance companies by clicking on it in the list box. To unselect a company, just click again on it. The filter will be applied for insurance companies in the 3 types of insurance company.

Select a Primary nurse filter
     This is to filter the listing by primary nurse set in the patient's "Medical information" tab. The combo will list all the employees where you can pick the primary nurse you desire.

Checklist Filter
     This is to filter the listing according to stored information about the patient's next cycle and month of next cycle in the "Cycle Checklist" tab. The cycle type is a combo box with a list of all the cycle types in the system table. There is a date control: "Month:", where you can specify the date filtering for the report. You can type the date directly or click on the drop-down arrow to the right of the field to have a calendar to choose from. You choose a date by clicking on the number for the day you want. The selected date will appear in a blue circle. Date is entered by clicking in a calendar where you can find the date you want. Clicking on the arrows will move from month to month. If you click on the name of the month on the calendar, a drop down menu will appear, giving all of the available months. Clicking on the year will produce 2 small up-down arrows, allowing the change of year . The selected date is shown in the blue circle. Clicking on the red circle at the bottom left will bring the calendar to today's date. If no date is entered in a field, by default, the date control has today's date. The info used in this control is the month only. The month value will be used to compare the month value stored in the cycle checklist for the next cycle starting month.

First Visit Date
     This is to filter the listing according to stored information about the patient's first visit date in the "Medical information" tab. This is to get a list of patients that had their first visit between 2 dates. Just fill the date fields with the desired dates as MM/DD/YYYY. Leaving the "From:" field blank will result in all patients having their first visit before or on the "To:" date. Leaving the "To:" field blank will result in all patients having their first visit after or on the "From:" date.

Print Preview window

     If you want to view the requested information on screen, just click "Process...". A preview window will appear with the listing. You can print from here by clicking on the print icon.

See Preview Window

All patient names were erased from the demo reports.