The Demographic Analysis and Recall is a report you can use within OP 14 to generate a list of patients according to specific criteria. Unlike financial reports, this report is primarily used to obtain patient lists meeting specific clinical information. All recall reports require a patient list using the input from the Patient Demographics tab. You can customize your patient demographics list to include only patients within a certain age range, or other criteria including provider, insurance carrier, and zip code.
The Clinical Recall will produce a report, by a date range, for patients with the selected problems, medication allergies, medications, or lab results. A Care Plan Recall uses OP or practice created Care Plans to produce a report of past due items. A practice would use the Vaccine Status Recall to generate a list of patients whom would be due or past due for a specific vaccine or all vaccines. The Vaccines Given report is the only report group that does not require a patient demographics list. The report will allow a practice to review vaccines administered during a specified date range. This report can be run by VFC and Non-VFC lots.
For additional information on setup and running each report you may click on the link to the report below.
In the Demographic Analysis/Recall report there are common actions used when navigating the report tabs. Below you will find how each can be used.
|The Print Grid button is used to prints the report output.|
|The Highlighted only checkbox used to print a single selection from the generated list.|
|Selecting the Print Letters button opens the General Letters Saved Templates window, which enables you to print letters or labels. If your practice has not saved any general letter templates , you will want to do so prior to using the Print Letters button. Click here for information on building General Letters.|
|Send Messages uses OP's integrated Patient Message Exchange. The selection of the Send Messages button allows a practice to send a message specific to a Contacts preferred method. Click here for information on Patient Message Exchange.|
|The report will export to Excel. The option only works if Excel is installed on your local computer.|
|Export CDA will create a CDA file for a selected patient.|