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Patient Reports in Dental4Windows

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Patient history audit report, consolidated patient record report, patient communication log/report and recall history report.

Patient History Audit Report

The Patient History Audit Report gathers information based on changes made in the patient's medical history.

In order for the audit trail to record who made the changes, the System Security Level must be set to Personal access (link coming soon).

Run the Report
  1. Go to Patient Records > Patients tab
  2. Find/View menu > Find patient (see link below for more information)
  3. Patient menu > Patient History Audit Report
Info
Search for a Patient
Report Details


Action
Whether the history entry was created, deleted or updated
Value
The data changed in the medical history
Date of change
The date and time the history change was made
Employee/User name
The user ID and the computer the action was performed on

Consolidated Patient Record Report

Gather information from the patient file and collate into a report with a cover sheet that can be used to present or transfer file to specialists and other dental practices. 

  1. Go to Patient Records > Patients tab
  2. Patient menu > Select Consolidated Patient Record Report
  3. Set the report parameters

    1. Patients: always ticked to include the 'Patient Details report', it will use the latest 'Medical History' entry.
      1. Include Patient History Audit: includes audit trail of data entered into the History tab
      2. Include Patient Custom Fields: includes any custom fields you've setup
    2. Perio: tick to include a preview of the patient’s perio chart. Use the dropdown box to select the date which the chart of interest was created on. This option will only appear if the Perio module is activated.
      1. Jaw: Select upper, lower or both jaws
    3. Charting: Select the date which the chart of interest was created on. The feature will only appear if the module is activated and a chart exists.
      1. Normal: Select to view as a 2D chart
      2. 3D: Select to view as a 3D Chart (if activated)
      3. Include Chart Notes: includes the charting notes
    4. Treatment and Financials
      1. Date: specify a date range that narrows the displayed data to that entered within the specified date range
      2. Treatment Plan Notes: includes the Preview Plan Notes report from Treatment Plan tab
      3. Treatment Done: includes the Treatment Done report from the Treatment tab.
      4. Clinical Notes: includes clinical notes from Treatment
        1. Include Non-Reporting Items: includes any items that are marked as non-reporting in the above 3 reports 
        2. Include Non-Treatment Items: include any items and their notes that are marked as non-treatment in the above 3 reports.
        3. Treatment Plan Notes
          1. Standard (Notes only): The report will display the Item numbers with the Notes
          2. Extended (Items with Descriptions & Notes): The report will display the Item numbers and Descriptions with the Notes
            1. Include Items & Notes from Inactive Plan
            2. Include Completed Items & Notes 
    5. Financial: includes the Transaction Summary report from the Receipts tab
      1. Show Fees: shows fees within the Detailed Transaction Summary report
    6. Click OK

With the report open, either use the drop list to move to sections or the arrow icons.

Patient Communication Log/Report

This report will provide a log of SMS communications between the practice and the patient. 

  1. Go to Patient Records > Patients tab
  2. Find/View menu > Select Communication Log
    1. Date Range: Select the period to report on 
    2. Sort Report: Tick how to sort the report

Report Details

The report will generate a list of SMS communications sent and received to and from a patient. 

Recall History Report

The Recall History Report allows user to see when a recall batch was created and the recalls that were sent to a patient.  

The report is available in all tabs within the Patient Records.

  1. Go to Patient Records > Find/View menu
  2. Select Recalls History Report

Recall Batch Date/Time
Date and time recall batch was run that include this patients recall reminder
Recall Batch Name
Name of the batch this patients recall was included in
Provider
Who the patients main provider is
Recall Set
What set this recall is in
Recall Type
What type this recall is 
Recall Date
Date recall is due
Last Letter Sent
Date of last recall letter sent

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