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Joined: Apr 2008
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Is there a way to inactivate patients simply based on when last seen? When creating an export list, it would be great to get a list of CURRENT patients (those seen in the last 2 years). We use the export sheet to keep track of when labs need done and use fields in the demographics for the data and this translates to columns in Excel upon exporting. Problem is that ALL patients are getting exported.
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Joined: Jul 2007
Posts: 971
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I don't think there's a way to do that automatically. You would have to perform a search for all patients whose last visit was greater than two years ago, then either export that list or print it. Then, you would have to go in and inactivate them by hand.
However, if you're just wanting to perform a search on patients who have been seen in the last two years, why can't you just add that criterion into your search?
Brian Cotner, M.D. Family Practice
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Joined: Apr 2008
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Thanks for the reply. Iam am unsure where the search function is that you speak about where I can sort by last visit??
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Joined: Mar 2006
Posts: 211
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Joined: Mar 2006
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Adam, allow me (I need the posts)
Click on "Search" above the patient listing area on the schedule page, then highlight "Advanced Search". You can define your search by lots of neat stuff. Good luck!
Donna "So long, farewell, auf wiedersehen, GOODBYE!!"
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Joined: Apr 2008
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Much Thanks Donna, will try that and see how it goes!!
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Joined: Oct 2004
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Yes, you can search by the last encounter date. In the Beta you do this under Search by Multiple Criteria.
Wayne New York, NY Hey, look! A Bandwagon! Let's jump on!
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Joined: Feb 2006
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So Wayne I gather this means you installed and are using the new Beta? Care to post your thoughts on my other thread??? Thanks and how's that smart looking doctor on your home page doing???? 
"Beware of the Medical Industrial Complex" "The Insurance Industry is a Legalized CARTEL"
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