NextGen Knowledge Center

Patient Chart Demographics Report

The Patient Chart Demographics report lists patients for the selected practice(s). The report sorts by practice. You can filter the report on birth date, sex, marital status, address fields, or the Chart User-defined fields.

To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Patient Chart Demographics.

From the Report Filter window, select the Info button to view the following information about the report:

Logic

  • This report produces one line for each patient with a Chart in the selected Practice(s). If multiple Practices are selected, the patient will be repeated for each Practice where a chart exists.
  • The “Rendering” column pulls data from the Default Rendering selected on the patient chart > chart details tab.

Filtering Info

  • Create date is the date the chart was created.

Common Uses

  • Number of new patients added to the practice in a given time frame.
  • Identify patients not seen within a given time period.
  • Identify patients by initial referral source (Marketing Plan).
  • Research for demographic statistics. E.g. how many patients live in a specific zip code, patient population by age, etc.

Balances to the Following Reports

  • Informational purposes only. Not used for balancing.