Patient Roster Report

The Patient Roster report returns the list of patients who are currently on the Patient Roster in Open status, with the relevant roster information as well as patient demographics.

1. Go to the Reports section, then under EMR select Connect.
2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
    
   
   
   
3. When asked to select the Report, scroll under the Patient header and find Patient Roster. Then fill out the description and click Next:
   
   
   
4. Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:
   
   
   1. Address 1: The first line of the patient's address.
   2. Address 2: The second line of the patient's address.
   3. City: The city from the patient's address. 
   4. Comments: The comments from the patient roster entry. 
   5. Admission Date: The admission date from the patient roster entry.
   6. DOB: The patient's date of birth.
   7. Visit Date: The visit date from the patient roster entry. 
   8. Gender: The gender code of the patient.
   9. Home Phone: The patient's primary "Home Phone" number. 
   10. Other Phone: The patient's primary "Other Phone" number.
   11. Chart #: The chart number from the patient's account. 
   12. Patient First: The first name of the patient. 
   13. Patient Last: The last name of the patient. 
   14. Recurrence: The recurrence set on the patient roster entry.
   15. Referring: The referring provider from the patient roster entry. 
   16. Resource: The resource from the patient roster entry.  
   17. Room: The room set on the patient roster entry. This is a manually keyed field. 
   18. Location: The service location from the patient roster entry.
   19. State: The state from the patient's address.
   20. Work Phone: The patient's primary "Work Phone" number. 
   21. Zip: The zip code from the patient's address.

To run this report, perform the following steps:

1. If you just created the Lost to Follow-up Connect report, click the refresh icon on the toolbar:
   
   
   
2. Select the created report in the list.
3. Click the drop-down next to the hammer and wrench icon on the toolbar. Then click Run Report.
   
   
   
4. You should see the results on your screen. If desired, you can click the Excel icon at the top to export these results: