Customize Patients' Categories

Patients' categories are a way to indicate that a patient falls into a specific category. For example, if you would like to track all patients that are candidates for laser vision correction, a category for "Laser Vision Candidate" can be added and checked within the Quick View of a patient's file. Patients' categories can then be set as a search criteria for a custom report in Patient Search within the Reports module. 

Instructions

Add New Category

1. Access Admin > Data Configuration > Patient Information > Search Categories.
2. Click the + icon.
3. Input text into the Name field.
4. Click 'Save.'

Associate Category to Patient's File

1. Access Patients > search for and open a patient.
2. Click 'Quick View.'
3. Within the Patient Categories section, click the checkbox beside the appropriate category.
4. Click 'Save.'

Category's Use

The instructions below are to build a report to search for patients with a specified patient category.

1. Access Reports > Patients > Patient Search.
2. Click the + icon.
3. Select Add Report.
4. Complete the Query Details section.
5. Drag and drop from the column of Available Fields to complete the report's Search Criteria, Result Fields, and Sort Fields. The example provided has the following:
   • • Search Criteria: 
       • • Patient > Patient Active.
         • Category > Patient Category.
     • Result Fields:
       • Patient > Patient #.
       • Patient > Patient First Name.
       • Patient > Patient Last Name.
       • Patient Email.
       • Patient Category.
     • See Example
6. Click 'Save.'

Additional Information

• Create Custom Query Report