Patient List Report

The Patient List report is a list of patients who had activity during the report period. To determine which patients are included in the report, Propel Rx uses the Fill Date and Performed On Date for prescriptions.

A patient is defined as having activity if prescriptions were filled during the report period, or if prescriptions have a Performed On Date that falls within the report period. A prescription can have a Performed On Date that is different than the Fill Date if the prescription has a status of Amend, Amend Next, Cancelled, Hold, or Transferred.

The Patient List report can be filtered and saved in Preview. Filter provides the ability to filter the report based on patient name, address, phone number, birth date, PHN, Last Rx Date, Third Party Bill Code, and/or Third Party Group ID.

Any criteria entered is indicated on the top of the report, except for Patient and Patient Age.

  • Start Date and End Date - includes prescriptions whose Fill Date or Performed On Date falls within the date range.

  • Patient - generates the report for the specified patient.

  • Doctor - lists patients who have prescriptions linked to the specified doctor.

  • Drug - lists patients who have prescriptions filled for the specified drug.

  • Third Party - lists patients who have the specified Third Party entered in the Patient Folder Third Party tab and have activity during the report period.

  • Condition - lists patients who have the specified condition in the Patient Folder Clinical tab and have activity during the report period.

  • Group - lists patients who belong to the group and have activity during the report period.

  • Custom Class - lists patients who have prescriptions filled for one or more drugs linked to the specified Custom Class.

    A report of patients who were dispensed antibiotics can be generated by using the Custom Class, Antibiotic Tabs and Caps.

    A report of patients who were administered flu injections can be generated by using the Custom Class, Flu Injection.

  • Therapeutic Class - lists patients who have prescriptions filled for one or more drugs linked to the specified therapeutic class. This can assist pharmacists in identifying patients who have a specific disease state.

    A report of patients who were dispensed antihypertensives can be generated using the Therapeutic Class, Antihypertensives.

  • Patient Age - lists patients within the specified age range who have activity during the report period.

  • Deceased Patients - includes patients who have the status of Deceased in the Patient Folder. On the report, a *DECEASED* indicator will appear below the patient's PHN. The default for the checkbox is off.

  • Medication Review - lists patients who are eligible for medication reviews. The Start Date and End Date are disabled. The type of Medication Review that the patient is eligible for is indicated in a Patient Eligibility column on the report.

    This option is only available if Medication Reviews are activated in Propel Rx.

  • PrescribeIT® - lists patients that are synced to the PrescribeIT® registry in Propel Rx who have activity during the report period.

  • Diem Premium Care - lists patients enrolled in diem health in the Patient Folder Programs tab who have activity during the report period.

  • Med Sync - lists patients enrolled in Time My Meds who have activity during the report period.

The selected sort option is shown on the top right side of the report.

  • Patient Name - sorts patients alphabetically by last name. This is the default sort criteria.

  • Last Activity - sorts patients by the last date they had a prescription filled. Patients with the most recent Last Rx Date appear at the top of the report.

  • Rx Volume - sorts patients in order of prescription volume, from highest to lowest.

  • Rx $ Volume - sorts patients in order of dollar value of their prescriptions, from highest to lowest.

  • Age - lists patients in order of age, from highest to lowest.

 

Related Topics

Determining the Total Number of Patients on the Patient List Report

Generating the Patient List Report for a Medical Condition