Skip to content

Patients with Records

This report shows consolidated information about all your patients who have consultations on record. You can see the details of each consultation directly from the report.

How to generate the report

  1. Open Reports > By Patients from the side menu.
  2. Optionally, apply filters to narrow down the results:
    • Gender: Male, Female or Other.
    • Age: Over or under 18 years.
    • Insurance: Select one specific insurance.
    • Date range: Filters by the record's creation date (not the consultation date).
  3. Click Generate Report.
  4. To remove the filters, click Clear Filters.

What the report shows

Statistics card

At the top you will see a summary with general numbers:

  • Total Patients found.
  • Age: Number of Adult and Minor patients.
  • Documents: Total Records, and Prescriptions, Compl. Studies and Medical Leaves (these last three only show if there is at least one).
  • By Gender: Breakdown of patients by gender (only if there is gender data).
  • By Insurance: Breakdown of patients by health insurance (only if there is insurance data).

List of patients with consultations

Below the statistics you will see the list of patients. Each row shows:

  • The patient's First name and Last name.
  • Age.
  • Insurance.
  • Number of records (consultations on file).
  • Phone.

View a patient's consultations

You can expand each patient to see the details of their consultations without leaving the report:

  1. Click the patient's row (or the expand arrow).
  2. A table opens below with all their consultations. It shows:
    • Date of the consultation.
    • Reason for the consultation.
    • Actions: Buttons to view the full detail, the prescription, the complementary study or the medical leave.
  3. Click any action icon to open the document in a window.

Tip

The consultations for each patient load only when you expand the row. So the report is generated quickly even if you have many patients.

Export the report

To download the report:

  1. Click the Export button in the top corner.
  2. Select Export to Excel or Export to CSV.
  3. The file downloads automatically with all the data in the report.