How can I generate a comprehensive FOTO report based on first visit dates and clinician data?

The FOTO file report helps you track patient visits by first visit date and clinician. You can filter the report to show only specific patients, their injury areas, and related details such as their account type. This report is useful for managing patient progress, clinician workloads, and ensuring accurate record-keeping across multiple offices.

Steps to Follow

Step 1: Login to the Application

  • Enter your credentials to access the system.

Step 2: Navigate to the FOTO File Section

  • Go to the File menu.
  • Select Information File, then click FOTO File.

Step 3: Select Patient Details (Optional)

  • First and Last Patient: Select if you want to filter by a specific patient. This is an optional field.

Step 4: Select Date Range for First Visit (Required)

  • First Visit: Choose the From and To dates to filter the report by the first visit date. This field is required.

Step 5: Optional Filters

  • List Only Clinician: Select a specific clinician to filter the report (optional).
  • List Only Account Type: Choose an account type to filter the report (optional).

Step 6: Generate the Report

  • Click the Review Results button to generate the report, which will display:
    • Patient #
    • Patient Name
    • NPI #
    • PT
    • Injury Area
    • Date of Birth
    • First Visit
    • Account Type

Step 7: Manage and Share the Report

  • Download PDF: Save the report for offline access.
  • Email Report: Share the report via email.
  • Fax Report: Send the report via fax.

Step 8: Print the Report

  • Print Report: Click the Print Report button to print it directly.

Step 9: Clear and Regenerate the Report

  • To create a new report with different criteria:
    • Click the Clear button to reset all filters.
    • Select the new criteria and click Review Results again to regenerate the report.

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