Monthly Statistics - New Patients

The Monthly Statistics - New Patients report is an Advanced Report which shows all new patients in the selected date range by insurance. The report will group several tables of information by insurance company name and will display all new patients, the date they were created, and the total charges for each individual patient.

The information is based upon encounters created during a date range with a new patient CPT code entered onto the invoice. It is sorted per insurance company.


This report has one view:

  • Tables - The bulk of this report is displayed in tables, listed alphabetically by Insurance Name. In each table is the Patient's Account Number, Patient Name, Total Charges, and Date Created. At the bottom of each table is a Total of New Patients Entered for that insurance. At the bottom of the report is a Grand Total of New Patients Entered count and a Total Charges count.


This report has two filters:

  • Start Date - The starting date for the report. This will default to today's date.
  • End Date - The ending date for the report. This will default to today's date.

Sample Report

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