How to find patients who haven’t visited recently?
Quite a common question is “How can I get a list of patients who haven’t been to the clinic for the last X months?”.
As an example, here’s how to get a list of patients who haven’t been to the clinic in the past 6 months :-
[1] Go to Reports and Templates. Under Patients you should see the “Inactive Patient Report“. Double click this report to run it.
(NOTE: If you don’t see this report, then you probably need to update ClinicOffice or alternatively you can download the report from here and by following the instructions in this post :https://pioneersoftware.co.uk/forums/topic/how-do-i-import-a-report-file-into-my-database
[2] In the “Search Criteria” box, locate the “Last Appointment” field. To find patients who have not been in for at least 6 months, simply select “On or Before” and select a date which was six months ago. This will ask ClinicOffice to show you patients who’s ‘last appointment’ was more than 6 months ago.
[3] Click OK to run the report.
Alternatively, if you have ClinicOffice v6, you can now use the new Ai ‘Natural language search’ feature: