OD Link Manual Reports (non financial), Finding Records and Flagging RecordsHow do I isolate transactions that are part of a flagged set of patients?

How do I isolate transactions that are part of a flagged set of patients?

Patient > "New by Month"

Patient > "New by Month"

Enter a date range

Flag the found patients (in the list view)

Flag the found patients (in the list view)

Clarical > Stats

Clarical > Stats

Enter the date range

Enter the date range

Right click (CTRL click on the mac) the flag to "constrain found set" (bottom flag is the PATIENT flag, top one is the TRANSACTION flag)

Right click (CTRL click on the mac) the flag to "constrain found set" (bottom flag is the PATIENT flag, top one is the TRANSACTION flag)

There may be many transactions per patient.  Flagging the PATIENTS you want first allows you to isolate those TRANSACTIONS that are associated with the flagged PATIENTS.