This report provides a summary of all new patients who visited and got treated at your facility in a designated reporting period.
Why you need it?
Use this report to get a quick overview of new patients, when they visited, their contact details, and insurance information.
This is a system generated unique patient ID
Name (First, Middle, and Last Name)
This field indicates the name and address of the patient
This field shows the type of patient, such as Insurance, Cash, Personal Injury, etc.
This is the email address of the patient
This is the date of birth of the patient
This field shows the address of the patient
This is the gender of the patient: Male, Female, or Other
This is the actual date when the patient first booked an appointment with your practice or visited your practice
Name of the primary insurance of the patient
Primary Insurance ID
A member identification number, assigned by the primary insurance payer, to the patient
Name of the secondary insurance of the patient
Secondary Insurance ID
A member identification number, assigned by the secondary insurance payer, to the patient (if any)
The cell phone number of the patient
The name of the provider/physician/doctor who referred the patient to your practice
The name of the patient's employer