Running the Confirmation List Report

The Confirmation List report lists the confirmation status of patient appointments for a specified date. This report includes the patient's appointment time, ID, name, chart number, phone numbers, e-mail address, age, appointment provider and hygienist IDs, 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. You can run the report by date and time or by patient name.

The Dr ID from the appointment card is always displayed in the Dr/Hyg column in the first row of the appointment information.

The hygienist ID from the appointment card is displayed in the Dr/Hyg column in the second row of the appointment information.

Keep the following in mind:

Any non-zero hygienist ID is displayed, even if there are no H's in the template.
If the hygienist ID from the appointment card is zero and there are H's in the template, two asterisks are displayed instead of zero.
If the hygienist ID from the appointment card is zero and there are no H's in the template, nothing is displayed.
This scenario includes non-hygiene appointments as well as hygiene appointments where the office does not use templates.

To run the Confirmation List report:

Select Reports > Recall/Appt > Confirmation List > By Date and Time or By Patient Name. The Output Options window is displayed.

Select an output and click OK. The Confirmation List Report Setup window is displayed.

In the Dates section, do the following:

Click the drop-down arrows to select the Start and Stop dates from a calendar.

To have the report display appointments made a specified number of days before the current date, type the number in the field, or leave as 0.

In the Patient User Codes section, type the user codes you want to include or exclude from the report.

In the Appointments section, deselect a checkbox to limit the types of appointments included in the report.

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.

In the Dentist IDs section, click the drop-down arrows in the Start and Stop fields to select a range of doctors, or leave 999 to report on all doctors.

In the Options section, deselect a checkbox if you want to include patients with no address or if you do not want to include inactive patients.

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.

Click OK.