Patient reporting

Estimated reading: 7 minutes

Learn how to create frequently asked for patient reports such as patients with overdue reminders, patients of a specific breed, patients seen in a specific time frame and more.


  • Each report outlined in this article has its own security access under the Reports tab of the Security Setup window.

Common patient reports

Tip: Set key reports as a favorite to find quickly in the Report Search window. Security access for the specific report is required. Navigate to Reports > Find a Report > Locate and select (highlight) the report. Click Favorite.

Copies of a patient’s invoices for a client (insurance claim).
All invoices for a patient for a date range
Client needs total spend on a specific patient within a date range.

Find patients with completed call backs

Find patients with overdue reminders.
Find patients with a specific reminder.
Send patient list of upcoming reminders to a reminder service.

Find patients with no reminders or missing reminders

Send records to another hospital

List or report of new patients

List of patients for a specific breed and/or sex (a list of all female pugs for potential service/product marketing or inquiry for breeding).

A list or report of active clients and patients with the client mailing address

What patients received a specific service, item, item lot number? 

Patients who have not been refilling medications, such as heartworm prevention.

A list of deceased patients to send a sympathy card

Patients actually seen at the practice in a specific time frame

Reporting tips

Learn what specific information is included in the above-mentioned reports:

  1. Navigate to Reports > Find a report.
  2. Locate and select (highlight) the report on the list.
  3. Review the included data fields and report description, including a sample report, in the right pane of the Report Search window.

Make note of any additional information available in a specific report using the Extra fields when saving to file details.

Other resources

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