when filtering by the provider (provider npi) name or last name shows no results unless i filter by the userid which is a pain to go look the userid since we create a lot of users almost everyday.
which file i need to modify to accomplish the provider (provider npi) filtering by fname or lname.
we would like to search how many patients are assigned to a specific provider.
we work with ot, pt, st therapists, licensed counselors and psychiatrists
The only option I can find is Reports => Clients => List => Select Provider and see what the chosen Provider has done with what clients. If you want to use the NPI of the Provider you need to do some Development. Have to change the pin of the provider into the Database field of NPI Somewhere within the sorting array or Database query.
Report Client List, => you have to select Providers, one by one. Or do some extra Development, to show the Developer NPI of pid
You can download CSV files and these can be handled by most spreadsheet software. If you do this once a month it is not such a bad solution.
What you tried to do in your pic, is the other way around. Select the provider and see how many patients respond to this filter. But than you can’t filter with a certain time-span. The problem is you only can select by one patient a time and that indeed is a real disadvantage. Your arrow starts at the Patient select window, and that is what it does.
Lower left menu window is for CLIENT SEARCHING. Select a patient, fulfilling the filter requirements.