New and Established Patient Visits

The New and Established Patient Visits report is an Advanced Report which will display the number of new and established patient visits from the previous 12 months prior to the date run. This report is broken down month by month, with columns for both New and Established visits.

This report is based on the following CPT codes:

  • New - 99201, 99202, 99203, 99204, 99205, 99221, 99222, 99223, 99304, 99305, 99306, 99324, 99325, 99326, 99327, 99328
  • Established - 99211, 99212, 99213, 99214, 99308, 99309, 99310, 99335


This report has two views:

  • Graph - The top of this report is a line graph that displays the number of New and Established visits. The X axis is months. The Y axis is the number of visits. There are two lines: a blue line for new visits and a red line for established visits.
  • Table - Beneath the line graph is a table displaying the following: Month, New Visits Number, and Established Visits number.


  • Run Date - The date the report is generated. This will default to today's date, but setting another date will cause the report to generate results 12 months back from the date selected.

Sample Report

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