Patient Listing


Struggling to generate:

  • Patient list for Mailing
  • Collections
  • Patient satisfaction surveys
  • Marketing campaigns


Detailed Patient Demographic information with many ways to choose patients

The Patient Listing report is a powerful, general-purpose patient list export tool. It allows a practice to query patients based on a number of different fields and criteria and export these lists (with patient information) to excel.  Fields that can be used to generate patient lists include patient demographic fields, primary pharmacy fields, providers associated with patients, insurances, account balances, collection status and fee schedules.  Information that can be included on the export lists includes phone numbers, emails, addresses, demographics, providers, insurances and guarantors.