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Common Uses for Patient Case Status Report

The Patient Case Status report in Analytics is where you can dig into information about the patient’s case including Primary Insurance, Referring Physician, and Total Visit count. In addition, you can monitor patient progress by Last and Next Appointment info.

Here we will review a few common scenarios our Members encounter, and how to use the Patient Case Status report to resolve them. 

Note: There are many ways to manipulate Analysis Grid reports, like Patient Case Status, scenarios below address the most common questions.

Scenario 1: Identify the Next Upcoming Appointment by Insurance Type

Stephanie needs to locate a Medicaid patient and find out if the patient has an upcoming appointment and when that appointment is scheduled. 

  1. Open the Patient Case Status report from the Visits section of the Report menu.
  2. Choose the Date Range and ensure the View by Case Status is set to Active.
  3. Group by Primary Insurance Type. To do this, click on the Primary Insurance Type column header and select Group. This organizes the report by Primary Insurance Type.  

Resulting Report view

From here you can search for the grouped Medicaid patients and the patient name.

Altering the view of the report

If you are looking to clean up the report view or eliminate unnecessary paging, there are several methods you can use to clean up the report view: drag columns, remove columns, or create specific filters.

Drag Columns

For a more comfortable report view, move the Next Scheduled Column closer to the Patient Name column. To do this click the grab-handle icon on the column header and drag it toward the Patient Name column (aligned in the above image to the left).

Remove Columns

For a cleaner report, remove unnecessary report columns by clicking on the Columns tab under Options then uncheck the Column headers you don’t need. Click OK to update the report.

Filter Columns

You can also specify a particular patient using the Filter

  1. Click the funnel icon to open the Filter.
  2. Choose Patient Name from the Filter column drop-down. 
  3. Choose contains from the comparison operator drop-down. 
  4. In this scenario, Value is a text field and needs to match how the data is entered in the EMR; Type the patient’s last name ensuring the name is capitalized. Click Add, to update the report.
Saving your Report

You can save the report, by clicking Save Report if you’d like to use or view it later.


You can see how using this report can be helpful when manipulated to find a group of patients using specific insurance types and their next scheduled appointments. 

Scenario 2: Identify Last Seen Date on Discharged Patient Case 

Jesse needs to find out the last appointment date for a patient who hasn’t been seen for approximately eight weeks. The case may have been discharged since there weren’t any appointments scheduled recently. 

  1. Open the Patient Case Status Report located in the Visits section of the Report menu on the left.
  2. Set the View by Case Status filter for Discharged.
  3. Select the Date Range. For this example, we’re using a Custom Range of 9/1/2020 to 10/30/2020.
  4. Use the Filter to select the Patient name you are seeking. For the best results use the comparison Contains and type the capitalized last name of the patient in the Value Field.  In this scenario, the Value field is a text field and needs to match exactly how the data is entered in the EMR. Click Add to update the report.

Resulting Report view


You can see how using this report can be helpful when manipulated to find a discharged patient when you are not sure of the last date they were seen or determine if a patient's case is active or discharged.

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