Scheduling Appointments > Appointment Reports
The Appointment List report lists all appointments scheduled within a specified date range. This report includes the patient's appointment time, ID, name, chart number, phone numbers, age, appointment provider ID, account balance, and the appointment reason. It also displays the date the appointment was made, the fee, the patient's portion, the estimated insurance payment, and any medical alerts.
To run the Appointment List report:
Select Reports > Recall/Appt > Appointment List. The Output Options window is displayed.
Select an output and click OK. The Appointment List Report Setup window is displayed.
In the Dates section, click the drop-down arrows to select the Start and Stop dates from a calendar.
In the Patient User Codes section, type the user codes you want to include or exclude from the report.
Select Include Inactive Patients to include inactive patients in the report.
In the Lab Cases Info section, deselect a checkbox to include only lab or non-lab cases.
In the Doctors section, click the drop-down arrow to select the doctors from a list, or leave 999 to report on all doctors.
In the Hygienists section, click the drop-down arrow to select the hygienists from a list, or leave 999 to report on all hygienists.
In the Code Ranges section, click the drop-down arrows to select up to five code ranges on which to report.
To specify a single code, type the code in the left column and leave the right column 0.
If you selected the Merge Letter Expert output option, the Letter Expert Template ID field is active. Click the drop-down arrow to select a template from the list.
Click OK.