Daily Reports: Morning

The following table lists the recommended morning reports that you should run each morning.

Name and Path

Description

Confirmation List

Reports > Confirmation List

•  Confirmation status of patient appointments for a specified date.

•  List can be sent to the Contact Expert.

Short Call List

Reports > Recall/Appt > Short Call List

•  Scheduled patients willing to move their existing appointment to an earlier opening.

•  Patients in the tickler file willing to accept an appointment on short notice.

•  List can be sent to the Contact Expert.

Missed Appointments

Reports > Missed Appointments

•  Patients who missed their appointment yesterday.

•  Moves missed appointments from the Daily Appointments window to the tickler file.

•  Moves posted appointments to the history file.

•  List can be sent to the Contact Expert.

 

To view a printable job aid that lists the reports you should run each morning, see Daily Reports: Morning.