[en] You can find patients who have had a specific surgery or procedure using the Clients & Patients search or the Item sales report.
[en] Use the Clients & Patients View
[en] The Clients & Patients page includes an Extended search option that lets you filter patients based on the treatments they have received.
[en] Go to Records > Clients &Patients.
[en] Select the Extended search checkbox to view search options.
[en] Use the following fields to filter the search:
[en] Filter by Item: Select a specific procedure item (which includes surgeries).
[en] Filter by Diagnosis: If the surgery is consistently linked to a specific diagnosis, you can filter the list using this field.
[en] The search results are listed below the extended search options list.
[en] Here is more information on how to use the Clients & Patients search.
[en] Use the Item Sales Report
[en] The Item Sales Report can track the usage of specific procedures (items) and provide a list of patients who have had a surgery or procedure.
[en] Go to Reports > Financial > Item sales.
[en] Filter by Item to include only the relevant procedure or surgery.
[en] Set other filters to narrow down your search as you would like it, for example, the time frame.
[en] Select Generate report button.
[en] For more detailed instructions on how to use or filter the item sales report, see Generate Item Sales Report.