Patient List (Analytics)

The Patient List Analytics report is an Analysis Grid style report used to view patient information, demographics, insurance information, case physicians, and patient status in the WebPT EMR. This report is particularly helpful to Members to review missing or expiring insurance policy dates to ensure patient records are up to date each new year

Run and Customize the Report 

  1. You can filter the patients listed using the View Data by: drop-down menu. You can filter by All, Active, Discharged, or Inactive.
  2. Add custom Filters to create specific segments of data using any of the column values in the Report. If you are new to using this type of report, you can find out more here. Note: It may take a few minutes for this report to generate depending on the size of your active patient list and the filter options chosen.
  3. Download the list by clicking on the icon under Filter. 

Location

You can locate this report in the Management section of Analytics.  If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.

Column Descriptions

Column Description Data Source
Patient Name The patient’s name, as entered in the Patient Info section of the patient chart WebPT EMR
Gender The patient’s gender associated with the patient record WebPT EMR
Date of Birth The patient’s date of birth associated with the patient record WebPT EMR
Phone The patient’s primary phone number as entered in the patient contact tab on the patient record WebPT EMR
Address The patient’s primary address as entered in the patient address tab on the patient record WebPT EMR
City The patient’s primary address city as entered in the patient address tab on the patient record WebPT EMR
State The patient’s primary address state as entered in the patient address tab on the patient record WebPT EMR
Zip The patient’s primary address zip code as entered in the patient address tab on the patient record WebPT EMR
Email The patient’s primary email as entered in the patient contact tab on the patient record WebPT EMR
Patient Identification The patient’s primary ID type as entered in the patient identifications tab on the patient record WebPT EMR
Employer The patient’s employer associated with the patient record WebPT EMR
Insurance The name of the primary  insurance entered in the patient insurance tab on the patient record WebPT EMR
Policy Begin Date The patient’s primary insurance beginning policy date as entered in the patient insurance tab on the patient record WebPT EMR
Policy End Date The patient’s primary insurance ending policy date as entered in the patient insurance tab on the patient record WebPT EMR
Physician The patient’s primary physician as entered in the patient case tab on the patient record WebPT EMR
Therapist The patient’s assigned case therapist as entered in the patient case tab on the patient record WebPT EMR
Clinic Access The clinic where the patient is being treated  WebPT EMR
Patient Status The status of the patient’s treatment on the case WebPT EMR