Recall and Appointment Reports

Report Name

Description

Frequency

Daily Operatory Schedule

Select this report to print a list of all patients due in the office, their scheduled providers, and notes and alerts for all operatories. For more information, see Handling the Daily Operatory Schedule Report.

Daily

Recall

Select this report to generate all recall notices from one window. You can print postcards and mailing labels, and merge letters for each patient due for recall, or you can generate Contact lists of patients due for recalls. For more information, see Running Recall Reports.

Monthly

User-Defined Recalls

Select this report to generate all recall notices from one window. You can print postcards and mailing labels, and merge letters for each patient due for recall, or you can generate Contact lists of patients due for recalls. For more information, see Running Recall Reports.

Monthly

Missed Appointments

Select this report to generate a list of patients who have missed a scheduled appointment. After you run this report, the missed appointments are no longer displayed in the Daily Appointments window. For more information, see Running the Missed Appointments Report.

Weekly

Tickler File

Select this report to generate a list of patients in the tickler file. For more information, see Running the Tickler File Report.

Weekly

Confirmation List

Select this report to generate a list of the confirmation statuses of patient appointments for a specified date. For more information, see Running the Confirmation List Report.

As Needed

Appointment List

Select this report to generate a list of all appointments for a specified date range. For more information, see Running the Appointment List Report.

As Needed

End-Of-Day Callback List

Select this report to generate a list of appointments tagged for a follow-up call at the end of the day. For more information, see Running the End Of Day Call Backs Report.

Daily

Short Call List

Select this report to generate a list of scheduled patients who are willing to move their appointments if there is an opening earlier in the schedule or patients with Tickler entries who are willing to schedule an appointment on short notice. For more information, see Running the Short Call List Report.

As Needed

Labels/Postcards/Dir

You can print appointment and Tickler postcards and labels. You can also print recall and confirmation phone directories. For more information, see Running Label, Postcard, and Directory Reports.

As Needed

Routing Slips By Date

You can print routing slips for a specific date for one or all providers. For  more information, see Running the Routing Slips by Date Report.

As Needed