Patient Recall Report

Patient Recall Report

This report provides a detailed overview of patients who haven't visited your clinic for 3, 6 and 12+ months.

1. Access your zHealth dashboard. Hover the cursor over to your name. A drop-down menu will open.

From the dropdown list, click on the option - Reports.


3. On the Reports window, go to the Batch Reports section on the left side of the screen. Click on Patient Recall Report. A pop-up window will open.


4. Our system will automatically generate the report. You will receive a notification once the report is generated and will be available in the Message Center. Click the 'Message' icon on the top navigation bar. Then click the download link as shown here.


6. The Patient Recall Report will provide insights on the:
  1. Time since last visit (For how many months the patient has not visited your clinic)
  2. Patient MRN
  3. Patient Name
  4. Sex and Email
  5. DOB and Phone Number
  6. Last Visit/Appointment Date
  7. Patient Type
  8. Last Appointment Type
  9. Address (Street, City, State, and Zip)






Column Field Descriptions:


Field Name



Description



Time since last visit


Total number of months the patient has not visited your practice


Patient MRN
 This is a system generated unique Patient ID

Patient First and Last Name



The first and last name of the patient


Sex
 The gender/sex of the patient

Email Address



The email address of the patient


Birth Date
 The date of birth of the patient

Cell Number 



The cell number of the patient



Last Visit/Appointment Date



The last appointment date when the patient visited your clinic


Patient Type
 The type of the patient, such as Cash, Personal Injury, Insurance, etc.

Last Appointment Type


The last appointment type scheduled for the patient

Address Line 1 and Line 2 



The address of the patient


City
The city where the patient resides
State
The state where the patient resides
Zip Code
The Zip Code of the patient's residence at the time of the last visit

For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.

Click the attachment to view a sample of the Patient Recall Report.

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