Running a Capitation Report

Running the Capitation Report creates a report which includes all of your registered patients by GP. They are split into the following age bands, 0 to 4, 5 to 64, 65 to 74, and 75 years onwards, see Setting up Age Bands for details on updating these ranges.

To run a Capitation Report:

  1. From the Vision 3 front screen, select Reporting - Search and Reports.
  2. Select New Capitation Report and the Capitation Report Selection Criteria displays:

  3. Complete as required:
    • Capitation Report on - The date defaults to today, remove the tick from Use default date range to update if required.
    • GP - Defaults to All GPs, select from the available GPs if individual GPs are required.
    • Registered/Usual - The report defaults to Registered GP, select Usual to update if required.
    • TP - Trading Partner (TP) defaults to All, select from the available TPs if individual TPs are required.
  4. Optionally, select:
    • Save to save the criteria, or
    • Save As to save this Capitation Report with a new name. The Save Search screen displays, in Name enter a short name for this search and in Description, enter the details. Select OK to save. This search can now be accessed from the left-hand pane under Capitation Reports:

    • Age Ranges - Optionally, select to update the age banding, see Setting up Age Bands for details.

  5. Select Print to run the report.
  6. The Reporting - Output Method screen displays, select from:
    • Window - To display the report on your screen.
    • Printer - To send your report straight to your report printer
    • File - To save your report as a file. The Select Output Filename screen displays, in File name, enter a name for your report and select Save.

Viewing the Criteria of a Saved Capitation Report

To view the criteria of a Capitation Report that has been saved:

  1. From the Vision 3 front screen, select Reporting - Search and Reports.
  2. Select the Capitation Report green heading to view saved criteria:

  3. Right click on the report you want to view and select View Search:

  4. The saved Capitation Report Selection Criteria screen displays.

See - Capitation Report Overview.