The Demographic Report Tool can be used to create patient sets. It is divided into two (2) sections:
To locate go to Report along the Dashboard and locate 11. Demographic Report Tool .
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The "Search For" section on the left of the page, is where you select specific patient information you would like to see for each patient on the patient list and
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The “Where” section is where you enter/ select your search criteria.
Using the Tool
In the "Search For" section on the left of the page, click on the checkboxes to select the information you would like to retrieve for each patient on the patient list.
In the "Where" section, enter/ select search criteria that are relevant to your search. You can leave any areas that are not relevant to your search blank.
Age - enter a range in the boxes in the Age field, select a specific option from the dropdown, then enter a value in the box(es).
The 'Exact’, 'In the year' and 'As of' fields are used to select an Age style. For example, if you want a list of patients that are 60years old, select
‘Exact’ if you want patients that are exactly 60, or
'In the year' if you want patients that will turn 60 within the year or select a specific date using the calendar icon to the right of the 'As of' field to see patients that will be/were 60 as of a specific date.
First Name and Last Name - enter a name as a search criteria.
Roster Status - for Ontario Clinics- used to find Rostered patients and for other clinics- used to find patients you have customized 'roster status' for.
Sex - to find patients of a specific gender(at birth).
Provider No.- click on the checkbox beside a provider’s name or leave blank if you want a clinic wide list.
Patient Status - select “AC” to search for Active patients, “IN” for Inactive Patients or “DE” for Deceased Patients.
Demographic ID(s) - enter demographic number(s) to pull a list of patients.
Order By - use the dropdown to select an option to order your list by.
Limit Result To - select how may search results you want.
Once all the search criteria are selected/ entered, click on the "Run Query" button at the bottom of the 'Search For' section(see image below). This populates a patient list matching your search criteria under the table.
You can copy/paste the resulting list, using your mouse, to retain columns and rows into an Excel spreadsheet or to further examine the data, sort by a column or export the list into CSV.
Please let us know if you have any additional questions related to this ticket.