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 > Recare/Appt > Short Call List

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

•  Patients in the Pending list willing to accept an appointment on short notice.

•  List can be sent to the Contact Expert.

Failed Appointments

Reports > Failed Appointments

•  Patients who missed their appointment yesterday.

•  Places failed appointments on the Pending list.

  • Failed appointments remain on the Scheduler as part of Scheduler history and are displayed with a red border. These appointments cannot be edited.

•  Tallies the number of failed appointments on the patient's Recare tab and records the details on the Failed Appointments Tracked window (Patient window > Other Management > Failed/Broken/Late Appointments).

•  List can be sent to the Contact Expert.