CareCredit: How to Create A Report in Patient Lists for Batch QuickScreen

CareCredit: How to Create A Report in Patient Lists for Batch QuickScreen

  1. On the home page, select the Practice Analytics module

  2. In the top navigation, select Patient Lists

  3. Select Create List

  4. In the Pop Up, you can begin customizing which filters you want to use in order to create your custom patient list.

    1. Select a patient status - Active, Inactive, or Both

      1. We recommend using Active

    2. Select a filter - Financing Status

      1. Select the Filter Type - Not-Approved, Pre-Approved, or Existing Cardholder

      2. If you select Pre-Approved or Existing Cardholder, then an additional filter will appear, requiring you to enter an amount to filter the credit line

  1. Depending on how basic or advanced you want your reporting to be, you can select Add Filter to run a combination of different filters 

    1. For example, you can run a report that filters all pre-approved patients who still have unscheduled treatment.

    2. Another example, you can run a report that filters all pre-approved patients who have an overdue balance in the EHR.

  2.  Select Run to generate the report.

  3. Once you are satisfied with the results select Save List and name your patient list so that you can easily reference this list in the future.

Alert
This is a live report, meaning that the patient list is constantly being filtered based on real time. For example, if you ran
this pre-approved report yesterday, and are checking the report today, then any patients who had an approved
application and became an existing cardholder would no longer appear in this list.