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• Create Date June 21, 2025
• Last Updated June 21, 2025

Panel Search Template - Report by Template

This RBT was created and kindly shared by MOA, Maia Jefferson.

Details: This RBT was created by a Medical Office Assistant (MOA) to support filtering panel patients and generating a downloadable .csv file for mass emailing purposes. It produces a list of AC (active) patients under a specific practitioner’s panel, displaying only the patient’s last name and email address — the key information required for importing into https://mailperson.cortico.cc.

Comments:  Our office primarily uses this tool to send important updates to patients, such as notifying them when their family physician will be away. This allows patients to plan prescription refills, follow-up appointments, and informs them about the covering locum physician and their availability.

Please note: This report assumes that empanelment work has been completed to ensure the list includes only truly active patients.

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