Build a Clinical Report for patients registered on a particular day

This guidance was written to assist surgeries in sending patient lists for validation of scanned Lloyd George notes.

In this example we will look for patients registered on 16 June 2022 (adjust dates as per your needs).

1. Reporting > Clinical Reporting
2. New
3. Name your report and select preferred categories
   Example name: Patients registered on [insert date here]
4. Within Registration > Registration Status tick:
   1. Deceased
   2. Deducted
   3. Registration date, and
   4. Deduction date
5. Change Registration date to Before and set the date one day after the one you are looking for.
   e.g. If you want patients registered on 16 June 2022, then this should be Before 17 Jun 2022 
6. Change Deduction date to After and set the date as the date you are looking for.
   The example screenshot below uses 16 June 2022 as an example:
7. Ok
8. Select the report and click Run (green triangle)
9. Once complete, right-click the report and Show Patients
   ⚠️ Do not export this list yet.
10. Select Output > Pre-defined output: NHS Number, Name and DOB and Ok
    
11. Save All Pages to CSV
    This will open in Excel (may take some time to load)
12. File and Save As, Name the file your ODS code and practice name.
    e.g. X99999 Endeavour House Surgery