Running the Contacts Pending Report

The Contacts Pending report generates a list of all contacts that you need to make.

You can run this report for:

The report includes the following information for each contact listed in the report:

Sample Report

To run the Contacts Pending report:

  1. Select Reports > Practice Management > Contact Reports > Contacts Pending. The Output Options window is displayed.

  2. Select the output option, and click OK. The Contacts By Date Range Report window is displayed.

  3. Select the type of contact from the drop-down list.

  4. Select the from and to dates from the drop-down lists.

  5. Type an account identification number only if you are generating results for account records. Type a patient last name range only if you are generating results for patient records.

  1. Click OK.