The Patient Report provides a comprehensive view of all patients within a selected time frame. It includes filters, categorization, and detailed patient, medical, and client data—all accessible within a single, horizontally scrollable table.
📅 Filter Options
Time Period
Select from predefined options like "This Month", "This Year", etc., to define the date range for the report or set a custom range.
Run Report By
Choose the criteria used to filter patient records:
First SOAP Date: Patients with initial SOAPs during the selected period.
Last SOAP Date: Most recent SOAP during the period.
Date Created or Status Change: Based on when a patient was created or their status was updated.
All Data: Ignores date filters; displays all records.
📊 Patient Status Tabs
The data is split into three categories:
Active – Currently under care.
Inactive – Not active but not deceased.
Deceased – Patients marked as deceased in the system.
Each tab holds a continuous scrollable dataset.
🔍 Column Descriptions
The columns in the scrollable table include the following:
🐾 Patient Information
Patient ID / Name
Species (e.g., Canine, Feline)
Breed, Sex, Color
DOB / Patient Age
Microchip, Rabies Tag
⚕️ Medical History
Patient Last Weight – With date recorded.
Patient Alert – Behavioral or medical notes (e.g., “fear aggressive”).
Create Date or Status Change
Last / Next Appointment
Number of SOAPs
Date of First / Last SOAP
👥 Client Information
Client ID / Full Name
Phone / Email
Full Address
Additional Information – Miscellaneous notes if available.
📥 Downloads & Export
Use the Download button to export the report in CSV or PDF.
Click Active CSV to download the currently selected tab (Active, Inactive, Deceased).
🧭 Navigation Tips
Scroll Horizontally to view full details—important on smaller screens.
Sort & Filter by clicking icons next to column headers.
Cross-reference dates (e.g., last SOAP and appointment) to identify recent interactions.
💡 Best Practices
Use Run Report By smartly to tailor output to clinical workflows.
Use Patient Alert to flag special care instructions.
Export routinely for audits, reminders, or health compliance tracking.