I think this report should give you the list you are looking for.

I always like to start by selecting only active charts:

Demographics --> inactive=False
Schedule --> Not seen in last X months (without an upcoming appointment)>500

This essentially gives you a list of patients who do not have upcoming appointments and who have not been seen in over 500 months. I'm sure 500 is overkill, you could just use the number of months that you have been using AC.

Another note, you may have to look at the list and sort by chart number and decide to inactivate chart numbers that are older. In our practice we do not schedule an appt until we receive records from the previous PCP, so some of our newer charts are created, but not yet scheduled.

Hope this helps. Aaron


Aaron Way, D.O.
Family Medicine