Running a report by Patient Follow-up Date

The Patient Follow-Up Report is a valuable tool designed to help practices monitor and manage outstanding patient balances and pending actions. This report consolidates key patient account information, enabling staff to prioritize follow-ups and improve collections.

By running this report regularly, your office can enhance efficiency, reduce outstanding balances, and strengthen overall patient account management.


Video Walkthrough


  1. To run a report listing patients and their Follow-up Date (if populated - Patient Chart > Important tab)

       2. Navigate to Patients > Patient List > More Filters

       3. Select the checkbox > Patients with follow-up appointment dates set > Search


     4. Once the information populates, select Export (CSV).

The report will be generated and can be found on your device.


Video Walkthrough