Schedule Reports

Report	Report Type	Description
Available Appointments Sample Report		Produces a list of appointment types available on a day or range of days and includes the doctor's name and office. You can search for all appointment types or specific appointment types, and you can run the report for all offices or a specific office. This report enables you to monitor productivity from day to day and shows you the openings in your schedule.
Scheduled Appointments		Produces a list of scheduled appointments for a day or a range of days. Included on the report are the appointment date, appointment type, chair, units, patient name, type, and status. The report can be filtered for all appointment types or specific appointment types.
Daily Schedule	List Format	Produces a list of patients who have an appointment scheduled on the date entered. The List Format report prints by schedule office, with the schedule doctor’s name printed at the upper-right. You can print a report for one date or a range of dates and can sort the report by patient number, patient name, or appointment time. You can also have the patient number or appointment time print in the first column of the report. Schedule messages and schedule comments are printed at the bottom of the report, as well as indicators for progress reviews due, and whether the appointment was confirmed. You can also print the report for a specific chair, include the model number for the patient, and add the patient's office location to the report. When auto payments are active on the account, a $ or local currency symbol is displayed to the right of the patient's name.
Daily Schedule	Schedule Format Sample Report	Replicates the grid format of the schedule day for the dates selected. The Schedule Format report prints by schedule office, with the schedule doctor’s name printed at the upper-right. You can print a schedule for one date or a range of dates and include the patient first name, common name, snapshot, phone number, appointment type, and messages. You can also include the appointment type or primary procedure type. The schedule can be printed in color.
Daily Collections Sample Report		Produces a list of patients scheduled on a particular date or range of dates with their balances. You can include all accounts, all non-zero, credit balance, and 30+, 60+, or 90+ days on the report. You should run this report before patients arrive so the financial coordinator can see the account information for that day’s patients and ensure that the proper correspondence is generated or conferences are held.
NoShow Report		Produces a list of patients who did not show up for their appointment. The report should be run for each day, either at the end of the day or on the morning of the next day (to produce a no-show list for the previous day), to delete schedule days from the system. The report archives no-shows and puts no-show patients on the recall list. You can print a report for one date or a range of dates and can sort the report by patient number, patient name, or appointment time. You can also have the patient number or appointment time print in the first column of the report.
Future Procedures		Produces a list of procedures that are linked to appointment codes for future days on the schedule. You can include all procedures or selected procedures, and sort the list by procedure or in chronological order. You can use this report to keep assistants and doctors informed about upcoming procedures for a single day or future date. The report includes a summary page that enables the doctor to track the totals on certain procedures for a specific period of time. You can also use this report to help in maintaining inventory, as you can determine how many bandings, appliance deliveries, and so on, are scheduled for the future and order supplies accordingly.
Recall Labels		Prints labels for patients with a recall for a specific month/year or alpha recall code. You can print labels for all recall types or specific recall types for all locations, or a specific location. If you have a printing problem, a restart option enables you to enter the first five characters of the last name printed on the last correct label, and the software resumes printing.
Recall List Sample Report		Produces a list of patients with recalls in a specific month/year or a specific alpha recall code. You can include all recall types or specific recall types, all locations or a specific location, and the patient address on the report.
Recall Cards Sample Report		Prints recall cards for patients with recalls in a specific month/year or a specific alpha recall code. You can print recall cards for all recall types or specific recall types, for all locations or specific locations, and for all staff doctors or specific doctors in the practice. Prior to printing the cards, the software displays a window where you can select, add, or change a recall message.