Patients by location
Why this matters
When one list serves several sites, the total hides where the demand is. Patients by Location counts clients for each site and status, so capacity can be moved to the location with the longest queue.
Before you start
The report uses the Location set on each waiting list entry. See Adding and Managing Clients.
Options
| Option | Choices |
|---|---|
| Formats | View, CSV, PDF |
| Dates | None: the report shows the lists as they are now |
| Filters | Users (the users assigned to the entry), Waiting Lists, Status, Priority, Locations |
See Running Reports for the steps.
What it contains
One row per location in name order, then (no location) for entries without one, and a Total row at the end.
| Column | Meaning |
|---|---|
| Location | The location set on the entry |
| Triage, Waiting, W&S, Review, Attended, Suspended, Removed | The number of entries in each status |
| No Status | Entries with no status. Only shown when there are any |
| Total | All entries at the location |
The CSV file has the columns Location, one column per status with its full name, No Status and Total.
What to watch for
Most clients are under (no location) Entries left at None when they were added have no location. Set a location on every entry for lists that cover more than one site.
Counts are lower than the list itself shows Unless you have Can view All Appointments, the report only includes entries with an assigned user. See Running Reports.