Version 20.15
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Demographic Analysis and Recall
Path: Practice Management tab > Demographic Analysis/Recall button
The Demographic Analysis and Recall is a report you can use within the OP software to generate a list of patients according to specific criteria, such as:
- Patients who have not had required screening tests, according to their Flow Sheet (Care Plan tab in the Patient Chart). This function allows you to search your patient records for tests that are past due, in accordance with the age-based EPSDT (Early and Periodic Screening, Diagnostic, and Treatment) guidelines developed for Medicaid. The names and contact information of all patients whose records meet these criteria will be compiled into the Recall List.
- Patients with a specific diagnosis, or ICD code, entered into the Problem List section of their Chart Notes.
You can customize your Patient Recall list to include only patients within a certain age range, patients who have not had a particular diagnostic test, or other criteria, including provider, insurance carrier, and zip code.
Demographic Analysis and Recall Map
Number | Section | Description |
1 | Function Buttons | The functions buttons print the grid, print the letters, export as a .xls file, or export as a .cda file. |
2 | Report Tabs | Different reports are split by tabs. Reports include the Patient Demographics, Clinical Recall, Care Plan Recall, Vaccine Status Recall, and Vaccines Given report. |
| 3 | Report Filters | The report filters sections narrow the search scope for the selected report. Search filters differ for each report tab. |
| 4 | Report Grid | The Report Grid displays the report search results. |
5 | Report Save functions | The Report Save functions allow a user to save a report, access a list of saved reports, perform a new data search, edit a saved report, delete a saved report, and update a saved report. |
Version 20.14
This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Demographic Analysis and Recall
Path: Practice Management tab > Demographic Analysis/Recall button
The Demographic Analysis and Recall is a report you can use within the OP software to generate a list of patients according to specific criteria, such as:
- Patients who have not had required screening tests, according to their Flow Sheet (Care Plan tab in the Patient Chart). This function allows you to search your patient records for tests that are past due, in accordance with the age-based EPSDT (Early and Periodic Screening, Diagnostic, and Treatment) guidelines developed for Medicaid. The names and contact information of all patients whose records meet these criteria will be compiled into the Recall List.
- Patients with a specific diagnosis, or ICD code, entered into the Problem List section of their Chart Notes.
You can customize your Patient Recall list to include only patients within a certain age range, patients who have not had a particular diagnostic test, or other criteria, including provider, insurance carrier, and zip code.
Demographic Analysis and Recall Map
Number | Section | Description |
1 | Function Buttons | The functions buttons print the grid, print the letters, export as a .xls file or export as a .cda file. |
2 | Report Tabs | Different reports are split by tabs. Reports include the Patient Demographics, Clinical Recall, Care Plan Recall, Vaccine Status Recall, and Vaccines Given report. |
3 | Report Save functions | The Report Save functions allow a user to save a report, access a list of saved reports, perform a new data search, edit a saved report, delete a saved report, and update a saved report. |
4 | Report Filters | The report filters sections narrow the search scope for the selected report. Search filters differ for each report tab. |
5 | Report Grid | The Report Grid displays the report search results. |
