Patient Inquiry |
  
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This powerful inquiry tool can be used to mine your patient database using flexible criteria. The PATIENT INQUIRY provides users with the ability to print bulk letters, labels, for selected patients. It also enables users to export the selected records to Microsoft Excel for further analysis.
The screen prompts are:
ALL LOCATIONS - When this box is checked, the description “ALL LOCATIONS” will display. Individual locations cannot be selected when this is checked. (If your user id has been set up to NOT prompt for location, this field will be disabled).
LOCATION - From the drop-down list, select the location for which the inquiry is to be run. (If your user id has been set up to NOT prompt for location, this field will be disabled).
PATIENT SELECTION
FROM PATIENT NUMBER - Enter a starting patient number for the record selection. Click the 
button to search for a specific ending patient. Leave this field blank to search from the beginning of the patient file.
TO PATIENT NUMBER - Enter an ending patient number for the record selection. Click the button to search for a specific ending patient. Leave this field blank to search to the end of the patient file.
FROM LAST NAME - Enter a starting patient's last name for the record selection. Leave this field blank to search from the beginning of the patient file.
TO LAST NAME - Enter an ending patient's last name for the record selection. Leave this field blank to search to the end of the patient file.
CITY - To search all patients within a specific city, enter the city name in this field.
PROV/ STATE - To search for all patients within a specific postal or zip code, enter the postal or zip code in this field.
STATUS - By default, only active patients are searched. To search specifically for an inactive or deceased patient, select the needed criteria from the drop-down list.
FUNDING SOURCE - To search for patients associated with a specific third party funding source, select the third party from the drop-down list.
SPECIALIST NAME - To search for patients associated with a specific hearing specialist, select the specialist from the drop-down list.
PHYSICIAN NUMBER - To search for patients associated with a specific physician, select that physician number from the drop-down list.
HEARING LOSS - To search for patients associated with a specific degree of hearing loss, select the degree of hearing loss from the drop-down list.
FITTING TYPE - To search for patients with a specific fitting type, select that fitting type from the drop down list.
REFERRAL SOURCE - To search for patients associated with a specific referral source, select that referral source from the drop-down list.
BATTERY SIZE - To search for patients associated to a specific battery size, select that battery size from the drop-down list.
BATTERY CLUB - To search for patients within a specifically set up battery club, select that battery club from the drop down list.
DATE OF FIRST VISIT - Enter the starting date and ending date range of the patient's first visit.
MAINTENANCE EXPIRY - (Australia only) Enter the starting date and ending date range for maintenance plan expiry.
PRIMARY FUNDING EXPIRY - Enter the starting date and ending date range for the primary funding source expiry.
SECONDARY FUNDING EXPIRY - Enter the starting date and ending date range for the secondary funding source expiry.
MARKETING METHOD - Select which marketing methods to include for patient selection criteria.
Click OK to close the selection window.
BIRTHDAY SELECTION
MONTH OF BIRTH - To search for patients born within a specific month, select the desired month from the drop-down list.
FROM YEAR OF BIRTH - Enter a starting year of birth for the record selection.
TO YEAR OF BIRTH - Enter an ending year of birth for the record selection.
Click OK to close the selection window.
SALES HISTORY SELECTION
USE SALES HISTORY - When this box is checked, the below fields will become enabled and used when searching your patient database.
ALL CATEGORIES - When this box is checked, the inquiry will run for all product categories. Individual categories cannot be selected when this is checked.
CATEGORY - From the drop-down list, select the category for which you wish to run the inquiry.
FROM DATE - Enter a starting date for the record selection.
TO DATE - Enter an ending date for the record selection.
SELECT HEARING AIDS ONLY - To only search for sales related to hearing aids, ensure that this box is checked.
DETAILED HEARING AID EXPORT - Allows more options to include on this report such as fitting types, side of device, purchase date, description, price, serial number, manufacturer, model, style, warranty date, hearing aid status, battery size and competitive hearing aids.
Click OK to close the selection window.
APPOINTMENT SELECTION
USE APPOINTMENT HISTORY - When this box is checked, the below fields will become enabled and used when searching your patient database.
REASON - From the drop-down list, select an appointment reason for which you wish to run the inquiry. Leave this field blank to include all appointment reasons.
STATUS - From the drop-down list, select the appointment status code for which you wish to run the inquiry. Leave this field blank to include all appointment status codes.
OUTCOME - Select from the drop-down list a specifically set up outcome your results for.
FROM DATE - Enter a starting date for this record selection.
TO DATE - Enter an ending date for this record selection.
Click OK to close the selection window.
USER-DEFINED CODE SELECTION
This window allows you to search through your patient database using your own user-defined codes.
If any user-defined codes have been set up, you can select to run a patient inquiry on any of those codes shown here.
Click OK to close the selection window.
At the bottom of the screen, you will see four buttons allowing you to either PRINT LABELS, PRINT LETTERS, PRINT LIST, or EXPORT RECORDS.
If you choose to EXPORT RECORDS, it automatically be opened from within Excel.
Once finished working with the data requested, click CANCEL to start another search.