Several reports help you track scheduled appointments. The following scheduling reports are available:
Available Appointments
Scheduled Appointments
Daily Schedule—List Format and Schedule Format
Daily Collections
NoShow
Future Procedures
Recall reports (Recall Labels, Recall List, Recall Cards)
The Available Appointments report generates 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 displays the openings in your schedule.
The Scheduled Appointments report generates a list of 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.
The List Format report generates a list of patients who have an appointment on the date entered. The List Format report prints by office, with the doctor’s name printed in the upper-right section. 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. Messages and 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.
The Schedule Format report replicates the grid format of the day for the dates selected. The Schedule Format report prints by office, with the doctor’s name printed in the upper-right section. You can print a schedule for one date or a range of dates and include the patient’s first name, common name, snapshot, phone number, and messages. You can also include the appointment type or primary procedure type. The schedule can be printed in color.
The Daily Collections report generates 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.
The NoShow report generates a list of patients who did not show up for their appointments. To archive schedule days from the calendar, the report should be run for each day, at the end of the day, or on the morning of the next day. The report archives no-shows and puts no-show patients on the recall list.
The Future Procedures report generates 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 reports enable you to print a list of patients with recalls in a specific month and year or with a specific alpha recall code. You can also print labels or recall cards for these patients.
Scheduling Appointments From the Patient Chart
Scheduling Appointments From the Main Menu
Changing Appointments Using the Clipboard