What is the Active Patients report?

Purpose: 
To provide a searchable and filterable list of active patients, now with enhanced search capabilities including insurance information.

Scope: 
This report covers:

• Viewing all active patients in the system
• Expanded search functionality to include:
  • Insurance provider names
  • Insurance plan names
• Basic patient demographic information

Procedure:

1. Navigate to Reports > Patient > Active Patients Report
2. Use the search field to find patients by:
   1. Name
   2. Insurance provider
   3. Insurance plan
3. Review or export the patient list as needed

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The keyword search was expanded to include insurance and plan names



To access this report simply go to Reports > Patient > Active Patients Report