Patient Demographics Dashboard

The Patient Demographics dashboard includes graphic representation of Total Patients Served, All-Time Patients, how your patients were referred to your practice, how your orders are distributed by carrier and the percentage of your patients by gender.

With the from and to Date fields you define the period of time you want to view to analyze demographics of patient orders.

From the Location drop-down, select the locations you want to include or all. You can also hover over a portion of the graph to view information specific to that section.

Patient Demographics Detail

Click Go to Details to view more information.

From the Details screen, the data selected displays in a table.

Above the table are filter fields you use to broaden or narrow the data in the table. Below the filter fields is the Total Patient Count aggregation.

Filter	Description
Patient ID	Unique identifier for the patient
Patient Name	First and last name of patient
Nickname	Patient nickname
Referred By	Name of doctor/specialist who referred the patient
Responsible Party	Party responsible for the insurance plan
Office Key	Identifies office where service occurred
Insurance	Patient insurance provider
Gender	Identifies patient's gender
Active	Displays patient status within the practice

Table columns can be sorted by selecting a column header followed by the up/down arrow.

Field	Description
Patient Name	First and last name of patient
Last Exam Date	Date patient was last seen for a service
Nickname	Patient nickname
Gender	Identifies patient's gender
Active Status	Displays patient status within the practice
Referred By	Name of doctor/specialist who referred the patient
Responsible Party Insurance	Insurance provider of the responsible party
Next Recall Type	Method by which to send recall notification to patient
Recall Date	Date for next recall visit
Patient ID	Unique identifier for the patient
Office Key	Identifies office where service occurred