How to Run Patient List Reports in Practice Mate and EHR

  If you need to generate a list of patients in Practice Mate or EHR, follow the steps below. There are two Patient List report options available depending on whether you need a print-friendly list or a CSV/Excel export.

Before We Begin

To access Patient List reports:

• In EHR, navigate to the Patient Charts tab.

• In Practice Mate, navigate to Manage Patients.

• Hover over the Reports option in the top-right menu.

• From the drop-down menu, select the appropriate Patient List report.

Steps to Generate the Patient List Report

1. Access the Patient List Report

• Hover over Reports.

• Select Patient List (first option in the left column).

2. Select Filter Options

On the next page, you will see several optional filter options at the top:

• Account Type: Filter by Primary Insured or Dependent.

• Status: Filter by Active, Bad Debt, Deceased, In Collection, Inactive, Payment Arrangement, or leave as All.

• From Last Name: Filter patients by the first two letters of their last name (AA–ZZ).

• Start Date: Filter when the patient was first seen (Month, Day, or Date Range).

• Smoking Status: Filter by Smoker, Non-Smoker, or Unknown.

• Primary Provider: Filter by Primary Care Provider.

Note: The provider must be set as the patient’s Primary Care Provider in the patient’s demographics for this filter to work.

3. Generate the Report

• After selecting any desired filters, click the Go button on the right.

• The report will generate a list of patients along with key demographic information.

• A Total Patient Count will appear at the bottom of the report.

Patient List (CSV/Excel Export) Report

If you need to export patient data, use the CSV/Excel version of the report.

1. Access the Export Report

• Return to Patient Charts (EHR) or Manage Patients (Practice Mate).

• Hover over Reports.

• Select Patient List (CSV/Excel Export).

2. Select Filter Options

The available optional filters include:

• Account Type: Primary Insured or Dependent.

• Status: Active, Bad Debt, Deceased, In Collection, Inactive, Payment Arrangement, or All.

• From Last Name: Filter by first two letters (AA–ZZ).

• Primary Provider: Provider must be set as Primary Care Provider in patient demographics.

3. Choose CSV Output File Format

• Short Record: Same format as used in the Import Data Wizard (typically best for standard CSV exports).

• Long Record: Includes Primary and Secondary Insured information.

4. Generate the Export File

• Click the Go button to generate and download the CSV file.

Using these two report options allows you to either view a filtered patient list directly within the system or export detailed patient demographic data for external use.