Keywords: new patient status report, new patient, report, entry date, tracking tab, location, provider, patient status, case start, recall
Summary
This article reviews the New Patient Status Report in Cloud 9, including how to access it, what parameters to enter, and what information appears in the results for each new patient record.
Overview
The New Patient Status Report displays all new patients entered into Cloud 9 within a selected date range. For each patient the report includes:
- Patient Name
- Entry Date
- Current Status
- Doctor
- Location
- Age
- Last Appointment Date
- Last Appointment Type
- Next Appointment Date
- Next Appointment Type
- Exam Scheduled
- Pan
- Recall
- Case Start
Running the Report
To run the report follow the steps below.
Step 1 - Navigate to Reports > Reports within Cloud 9.
Step 2 - Enter the name of the report in the search bar then select the report.
Step 3 - Enter the date range, select location and provider, then click preview to load the report.
The results will be displayed as shown in the screenshot below.
Note: The date range filter applies to the patient’s entry date as recorded in the Edit Patient window under the Tracking tab, not the date the appointment was scheduled or completed.
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.
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