Intellect™
SCHEDULE MENU OPTIONS
Appointment
Reports
New Patients vs. Established Patients
This option is used to create a report showing the place of service comparing patients added for the first time to the schedule and repeat patients that have actually had a charge posted. The selection uses a date range and the option of returning results by provider. The place of service is the one selected from the drop-down list in the Add Appointment dialog box.
1. To run a New Patients Vs. Established Patients report in Intellect, go to Schedule --►Appointment --►Reports --►New Patients vs. Established Patients
The Print NEW_OLD_SERVICED_P print dialog box opens:
1.1 Printer Properties:
1.1.1 Printer: The default printer for the logged-in clinic and password is selected. To select a different printer, either click on the arrow, OR press the → (right arrow) on the keyboard to view the list of printer codes. In our example, the defaulted Printer is HP. This is just an example of a printer name and may or may not be set up on the system.
To select the printer type, click on the code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code; then press the [Enter] key to select.
1.1.2 Number of Copies: This field default to either 0 (zero) or 1. Both print 1 copy. To print more than one copy, enter the number of copies.
1.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to Email, Fax, Disk, or Archive. A secondary printer may also be selected, if one is set up, by clicking on the arrow to display the drop-down list. This report is NOT programmed for Excel import.
1.3 Select the [Cancel] button to clear the screen and return to the main menus without saving or printing.
1.4 Select the [Print] button to display the Parameters box:
2. From Date 
2.1 Type the beginning date for Intellect to search the Appointment Schedule and Charge posting. The appointment and the posting must both be on this date or later and equal to or less than the <To Date> to be included.
2.2 This field is mandatory and must be completed. If left blank, an error message displays when [OK] is pressed:
Press the [OK] button to return the focus to the <From Date> field.
3. To Date 
3.1 Type the ending date for Intellect to search the Appointment Schedule and Charge posting. The appointment and the posting must both be on this date or before, and equal to or greater than the <From Date> to be included.
3.2 This field is mandatory and must be completed. If left blank, an error message displays when [OK] is pressed:
Press the [OK] button to return the focus to the <To Date> field.
4. Provider 
4.1 This field has a default character '%' which requests all providers’ patients that meet the date criteria. Accept this default OR use [Delete] or [Backspace] to clear the field and enter a single Utility --►Provider --►Provider <Provider Code>.
4.2 The field is mandatory and must be completed. If left blank, an error message displays:
Press the [OK] button to return the focus to the <Provider> field.
5. OK and Cancel buttons 
5.1 Click [OK] to send the request to the printer.
5.2 Click [Cancel] to clear the screen and return the focus to the main Intellect screen without saving or printing.
SAMPLE NEW VS OLD
