Home Forums Discussions General Discussion How do I design a report to List "Active Patients"

Hi,
I could use a little help designing a report that lists all "active patients" (patients that have been seen in the last 3 years)and then have the list sort them on primary and secondary insurances. Any and all help would be appreciated.

Thanks,
Dr Dinosaur

Well just a few ideas, but you may need to figure out what your are trying to do. To get all active patints, you:

Demographics | Inactive | False (this will give you all your active patients.

To give all active patients with Aetna, you set up that query, then do another query.

Demographics | Insurance | Type Aetna or Cigna (but this is where I am losing you.

That will only give you 150 or so patients.

For active patients for less than three years, you use the top query, then in the Category field choose

Schedule > Not seen in last X months as the second query. This should give you your active group and seen in the last many years.

This info can be exported, and exporting it to an Excel sheet would allow you to minipulate the date.

On the other hand, there is always my friend who could remote to your computer and do a query using SQL Server that would probably be much more useful.

Going by the definition of "active" being any patient seen within the last three years, let's expand upon that:

"An Active Patient is any patient seen at least once in the past three years that resulted in an Encounter in Amazing Charts being generated." We don't like using the appointment scheduler as it is not quite as accurate.

The SQL Query below will show all patients that have at least one encounter within the past three years up to 3/15/2017. You can always change the dates.


JamesNT

I wonder if there is a better term thank "active patient." I mean for what he is saying, it is the best term it's just that there already is a subset of patients denoted inactive, even patients see last week. But, if Dr. Dinosaur has a certain group separate from AC's designation, then fire away. I wonder if current patient may work. Or does it even matter?

In my experience I've seen many definitions of "active patient." The most common are those patients seen at least once in the past three years.

It's also been my experience that people abuse any type of "active/inactive" setting in an EMR. Or, at least, don't use as was intended.

This is one of those things where I just provide an answer that fits the question as best as possible. And am prepared for that answer to be totally different for the next client.

JamesNT

Whoa. Chill. The answer was basically for both of you. All I said the term could be different. While active does seem like someone being seen a lit in the practice, you are going to have people move or transfer. What would we call them, people who leave the practice. The fact of the matter is you have to have a way to inactivate a patient when they are no longer coming to you're office even of you have seen them 950 days in a row. I fail to see how you could abuse the ability to change them unless you're referring
to any of the CCHIT, MU, MACRA, MIPS bullshit.

Bert,

It's ok. I'm chill. There was no harsh tone in what I said.

You bring up some good points. Like I said, I often "go with the flow" when it comes to requests like this one. Everyone has different ways of looking at it. Example: A patient may have left the practice, but they have an encounter within the past year that still counts toward PQRS.

JamesNT

Definitely. I knew i missed an acronym lol. I think misread your post. You and I have always been down. After all, I did advise him to move from ac search to the powerful way to search directly with SQL. Sorry I misread it.

Dinosaur,
I think this can be done with AC's reporting, though it might be a bit tedious, depending on your number of insurances.

To get a list of active patients (those "seen in the past 3 years") go to "Reports". Under "category" select "schedule"; "field" is "months since last seen" and "operator is "<=" with a value of "36".
If you run the report with that one query, you get a list of all your active patients.

Run a second query with "category...insurance type", "operator...=", and "Value..."primary insurance".
Now "Add criteria to query".
Before running the report with these two criteria, right click in the "Value" box and you will see a list of your insurances. Choose one, then run the report.
That gives you a list of all active patients with that primary insurance.
You can export that list to a spread sheet.

The annoying thing is that you must now run that report on each insurer, and then switch to "insurance type...secondary" and do the same thing.

At that point, you will have a number of spreadsheets, and you can either use them individually, or copy and paste to combine into one large one.

Hi,
And thanks for all the suggestions--they all work!!! Job done.
PS. just logged in and got message from firefox 5.1 that this site is not secure--anyway that it can be made secure?

No, not a real need to.