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Start Origins Report

Run the Start Origins report to obtain a list of patients for any range of treatment start dates, grouped by Start Origin. You may include all start origin descriptions, or choose to include only specific descriptions on the report. Each section of the report lists the patient names and ID numbers, as well as the treatment phases and start dates for that start origin. Since a patient may have multiple treatment phases with start dates within your date range, patients may be included in the report multiple times.  

Get Started

Record Patient Start Origins - The Start Origins report uses the Start Origins field found on the Findings tab of the patient folder: You must maintain this data for all patients to ensure the accuracy of the report. See "Patient Findings / Tooth Chart" for details.

How to Get Here

Click to OpenViewPoint Main Menu - Practice Reports > Patient > Start Origins.

Run This Report

Click to OpenSelect the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report.

Start/End dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the v button to select a date from a calendar. In addition, you can click the [ T ] button to select Today, the [+W] button to advance the date by one week, or the [+M] button to advance one month. Also, pressing Shift or Control while you click one of the date buttons takes you backwards one week or one month instead.Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

Origin Type - Select individual start origin descriptions to include, or enable the All  option to include all descriptions in the report. In addition, you can click the C button to clear all your choices and start over.

Finish

Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

More Information

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results. In addition, the report header can optionally include the exact subgroup criteria used to generate the report, instead of just the subgroup description.

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