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Reports (PM)

Patient Portal Details Report
We have added a new report, Patient Portal Details, to help you manage your Patient Portal accounts. You can use this report to:

  • Generate a list of active Patient Portal accounts
  • Determine which accounts need an invitation to the Patient Portal
  • Identify disabled accounts
  • List accounts that are locked out

Note: This report is only available if the Patient Portal feature is enabled.
Go to Reports | Patient Listings | Patient Portal Status.

Column Appointments Report
We have added the patient’s Preferred Phone to the landscape view of the Column Appointments report.