What's New in Version 14.0 > Reports
Recall reports have received enhancements in the following areas:
The hygienist ID has been added to the Confirmation List report (Reports > Recall/Appt > Confirmation List > By Date and Time or By Patient Name).
The Dr ID column heading has been changed to Dr/Hyg on the Confirmation List by Patient Name and the Confirmation List by Date and Time reports.
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.
See Running the Confirmation List Report for more information.
The Recall reports for patients now contain the patient's cell phone number and e-mail address, if available.
The patient's cell phone number is displayed directly under the home and work numbers, and is labeled with a "C:."
The e-mail address is displayed directly under the patient's name and address, if available.
See Running Recall Reports for more information.
The Patient Recalls and User-Defined Recalls reports can now be exported to Excel.
In addition, you can specify how you want the information exported to Excel:
Print Raw Data—Exports the report data to a tab in Excel where each piece of data in the report is in a separate column, enabling you to further manipulate the data using Excel. The report information is displayed on the Raw tab.
Print Formatted Data—Exports the report data to a tab in Excel where the report data is displayed in the same manner as if it were sent to the printer. The report information is displayed on the Formatted tab.
You can also select both options.
See Running Recall Reports for more information.
You now have a choice as to whether or not to print appointment icons on the Daily Operatory Schedule report.
A Show Icons option has been added to the Appt tab of the Daily Operatory Schedule Properties window (Reports > Recall/Appt > Daily Op Schedule > Set Daily Op Properties > Appt). When the Show Icons option is selected (the default), the icons displayed at the bottom of patient appointments are printed on the schedule. If the Show Icons option is not selected, no icons are printed on the schedule.
See Setting Up the Daily Operatory Schedule Report for more information.
The windows used to set up a recall report have changed. Each report format (Postcards, Labels, and so on) now has a setup window that contains only the fields used for that type of report.
When you select the recall report (Reports > Recall/Appt > Last Exam), the Report Format window is now displayed. Use this window to select the format for the report—Postcards, Letter Expert, Labels, or Reports. Depending on the format you selected, the corresponding setup window is now displayed, where you complete the information in the fields.
If you change the name of your Normal Recall or User-Defined Recall system, the name of the report changes. For example, if the name of your User-Defined Recall system is Ortho, select Reports > Recall/Appt > Ortho.
See Running Recall Reports for more information.
A Recall Tracking section has been added to the recall report and includes the following options:
Post a RECALL SENT code to the patient's ledger—If you select this option, code 103000.92 is posted to the ledger of each patient included in the recall report.
Add a RECALL SENT contact to the patient's list of contacts—If you select this option, a contact with the title "Recall Sent" is added to the contact list of each patient included in the recall report.
Add a RECALL SENT clinical note to the patient's chart—If you select this option, a clinical note with the title "Recall Sent" is created for each patient included in the recall report.