C6 report is a patient demographics report. It is detailed report providing the demographic information of patients. It also provides details about the last appointment like the appointment date, last appointment Legal entity and last appointment provider. This report can also be used to find patients whose credit card info is stored.


1. It can list patient records according to their creation date. Provide appropriate creation date ranges to see patient records created in the system in the previous month, previous six months, last year, etc.

2. C6 report has an excel file under the name ‘Card on File Patient Details’. This will display the details of those patients whose credit card information is saved in the system. It has the card expiration date as well which can be used to prompt the patient to update the card when the expiry date arrives.

3. This report displays patients by their birth month which would be aid in setting birthday reminders.


1. To view all the patients entered in the system which are still active, run the report without providing any search parameters. To view inactive records as well, check the box ‘Include Inactive’.

2. To show all the patients exempted from sending statements, check the box “Show patients exempt from sending statements” in the search filter section. (The exemption is set from the Patient demographics “Other Attributes” screen.)

3. Birthday reminders can be set from C6 report.

Search Filters of the C6 report

Field Description
Creation Date Provide creation Date range
DOB Provide DOB date range
Patient Scheduled To filter patients in an appt. date range
Patient Not scheduled To filter patients who do not have appts. in the given date range
Birth Month This is for report generation in batches by grouping them according to birth month; useful for setting birthday reminders
Referral Source To filter patients by referral source
Patient To view results for a specific patient
Gender To filter patients by gender
Acc. Type To filter patients by account type

Table 1

C6 Search Screen

Sample C6 report

Report Output Options

1 Click on the  to view the report as an Excel Spreadsheet
2 Click on the to display the details of those patients whose credit card information is saved in the system
3 Click on the  icon to download the report as PDF.
4 Click on the  to print birthday reminder label
5 Click on the  icon to export to CSV.

Sample card on File Patient details