Report of Patients Based on Specific Criteria

This topic provides information about producing reports of patient addresses based on specific criteria using the Activities > Mailing Labels command. If you want information about the reports available from Reports > Patient, see Patient Reports.

Create a Report of Patients

1. From the Activities Menu [ALT+A], select Mailing Labels [A].

   The Patient Mailing List Processing popup displays.

   

2. Enter R for Report of Patients.

   The Patient Mailing List Processing popup displays

   

3. Fill in the form using any of the following fields:

   • Optional Criteria Use this if you want to filter the results based on specific criteria.

     Examples of Optional Criteria when selecting patients

     You need to enter the criteria in CAPITAL LETTERS as shown in the examples.

     • To list patients who have reached Safety Net entitlement and Safety Net concession

       (NOT EMPTY(PSAFENTNO)) OR (PCONCTYPE = “S”)

     • To list patients who have reached Safety Net entitlement only

       NOT EMPTY(PSAFENTNO)

     • To list patients who have reached Safety Net concession only

       (PCONCTYPE = “S”)

     • To list patients by postcode

       PPOSTCODE=XXXX

       where XXXX is the required postcode

     • To list patients by birth date for a given month

       MONTH(PBIRTHDATE)=X

       will list all patients with a birth date in the month corresponding to the number e.g. 1 = January, 2 = February etc

     • To list patients by birth date who are of a certain age

       (DATE()-PBIRTHDATE)<XXXX

       will list all patients who have a birth date which is less than XXXX where XXXX is the number of days e.g. 3650 corresponds with 10 years of age

     • To list all patients with allergies

       NOT EMPTY(PALLERGY)

     • To list all patients who are smokers

       PALLERGY="113" OR AT(" 113 ",PALLERGY)>0

       will list all patients who have Allergy or Condition 113, in this instance 113 is Smoking.

     • (PALLERGY="113" OR AT(" 113 ",PALLERGY)>0) AND (PALLERGY="500" OR AT(" 500 ",PALLERGY)>0)

       will list all patients who have Allergy or Condition 113 and 500, in this instance Smoking and Asthmatic.

       To find the number associated with the Allergy or Condition go to Lists | Interaction Groups

   • Include Patients Enter letters to search for patients with Surnames that begin with a specific range of letters. By default this range is A to Z.
   • From No Patients are assigned a Patient Number when first added into Fred Dispense. Use this field to search for patients from a specified Patient Number onwards.
   • With Category Limit the report to patients who have been assigned a specific Mail Category. See Mail Category for more details.

Create a Delimited Patient File

The Delimited Patient File creates a text file in the C:\FRED\DATA directory. By default the file is called Patients.txt but this can be changed to any name. The text file contains the address details for the patients selected.

1. From the Activities Menu [ALT+A], select Mailing Labels [A].

   The Patient Mailing List Processing popup displays.

   

2. Enter F for Delimited Patient File

   The Patient Mailing List Processing popup displays

   

3. Fill in the form using any of the following fields:
   • File for Patients Contains the path and file name for the generated file. You can change this.

   • Optional Criteria Use this if you want to filter the results based on specific criteria.

     Examples of Optional Criteria when selecting patients

     You need to enter the criteria in CAPITAL LETTERS as shown in the examples.

     • To list patients who have reached Safety Net entitlement and Safety Net concession

       (NOT EMPTY(PSAFENTNO)) OR (PCONCTYPE = “S”)

     • To list patients who have reached Safety Net entitlement only

       NOT EMPTY(PSAFENTNO)

     • To list patients who have reached Safety Net concession only

       (PCONCTYPE = “S”)

     • To list patients by postcode

       PPOSTCODE=XXXX

       where XXXX is the required postcode

     • To list patients by birth date for a given month

       MONTH(PBIRTHDATE)=X

       will list all patients with a birth date in the month corresponding to the number e.g. 1 = January, 2 = February etc

     • To list patients by birth date who are of a certain age

       (DATE()-PBIRTHDATE)<XXXX

       will list all patients who have a birth date which is less than XXXX where XXXX is the number of days e.g. 3650 corresponds with 10 years of age

     • To list all patients with allergies

       NOT EMPTY(PALLERGY)

     • To list all patients who are smokers

       PALLERGY="113" OR AT(" 113 ",PALLERGY)>0

       will list all patients who have Allergy or Condition 113, in this instance 113 is Smoking.

     • (PALLERGY="113" OR AT(" 113 ",PALLERGY)>0) AND (PALLERGY="500" OR AT(" 500 ",PALLERGY)>0)

       will list all patients who have Allergy or Condition 113 and 500, in this instance Smoking and Asthmatic.

       To find the number associated with the Allergy or Condition go to Lists | Interaction Groups

   • Include Patients Enter letters to search for patients with Surnames that begin with a specific range of letters. By default this range is A to Z.
   • From No Patients are assigned a Patient Number when first added into Fred Dispense. Use this field to search for patients from a specified Patient Number onwards.
   • With Category Limit the report to patients who have been assigned a specific Mail Category. See Mail Category for more details.