Head of Household

The Head of Household report compiles a list of patients using the family number in Vision 3, then sorts by age and removes all duplicate family numbers leaving the oldest family member.

It includes patient details and address to enable practices to do a mail merge to the head of each household, rather than every patient.

It also highlights patients under 18 yrs of age that are not linked to a family address.

Vision 3 searches are not needed, just download, open the Excel workbook and select Compile.

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Updates

  • Updated: 18/03/2017 - fixed problem with saving copy as CSV file.
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