Setting Daily Operatory Schedule Report Privacy

You can enable HIPAA Privacy when generating the Daily Operatory Schedule report. You can also customize how patient names and phone numbers are displayed when generating the report.

To customize a HIPAA template or enable HIPAA Privacy when generating the Daily Operatory Schedule report:

Select an option:
To enable or disable HIPAA Privacy when generating the Daily Operatory Schedule report:Skip to step 7.
To customize a HIPAA template to apply to the Daily Operatory schedule:

Click the Appt tab.
Select the report template from the Report Template drop-down list. By default, the patient initials are displayed on the first line of the appointment time slot, and the patient home and work phone numbers are not displayed when either the Front Office - HIPAA or Back Office - HIPAA template is selected.
Select the patient name format from the Name Options section.
Select the patient phone number format from the Phone Options section.
Click OK.
To apply a HIPAA format when generating the Daily Operatory Schedule report, select Reports > Daily Op Schedule. The Output Options window is displayed.
Select the output option and click OK. The Daily Operatory Schedule Report window is displayed.
Select the HIPAA template from the Use Daily OP Template drop-down list.
Click OK.