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Appointments
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Reporting & Analytics
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Patient Management
- Patient Dashboard
- Patient Demographics
- Adding Patient Insurance
- Prior Authorization
- Insurance Eligibility Verification
- Additional Info
- Manage Patient's Contacts
- Flags
- Manage Patient Homework
- Patient Appointments
- Managing Credit Cards
- Documents
- Problems
- Allergies
- Medications
- Immunizations
- Family History
- Past Medical History
- Client Portal Access
- Creating New Patient
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E-prescriptions
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Lab Orders & Results
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Task Management
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Messaging
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Feedback & Support
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Insurance Billing
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Practice Dashboard
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Appointments Dashboard
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Provider Availability
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Appointment Profile
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Billing Profile
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Audit Log
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Patient Payments
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Patient Statements
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Patient Ledger
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Fee Schedule
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Manual Insurance Payment Posting (EOB)
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Card Transactions
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Automatic Insurance Payment Posting (ERA - Electronic Remittance Advice)
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Patient Flag
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Note Taking
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Macro Buttons
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Patient Education
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Incoming & Outgoing Fax
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Referral Management
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Account Settings
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Billing & Services
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Scheduling Settings
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Administration Settings
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Clinical Notes
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Add-Ons
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Explore Vozo
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Patient Portal
- Articles coming soon
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Calendar Dashboard
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Patient List
Home >
Patient Report
Views1
- Go to Reports > Patient Report.
- View the summarized patient list based on their demographics, clinical info, patient portal status, and more.
- Filter the patient list by “Appointment Date”, “Age”, “Sex”, “Race”, “Ethnicity”, “Medication‘, “Allergy”, “Problem”, “Patient Portal Status”.
- Click the “Export file to CSV” button to export the Patient Report.
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