Generating Lists

Generating a Confirmation List

The Confirmation List is a list of patients with scheduled appointments that have not been confirmed, beginning with the appointment closest to the current date and time. From the list, you can click an appointment to view details and contact information or add a note. You can also select one of the Left Message options to indicate where you left a message if you did not reach the patient.

When you select an appointment from the list, the Rebook, Cancel, and Confirm buttons become active for that appointment. Selecting one of these options creates an entry in the Note field.

To generate a Confirmation List:

1. Click the Tasks tab.

2. Click the Confirmation List icon. A list of unconfirmed appointments is displayed.

3. Use the Filter options to refine the list:

• Search  Use the search field to filter results by any type of criteria, such as name, location, appointment type, and so forth. The search criteria is highlighted in the results.

• Provider  Use the arrow to select a provider.

• Production Value  Move the slider to select a production value of the appointments to include.

• Duration  Move the slider to select an appointment duration length to include.

• Days from Today  Move the slider to select the number of days from today for appointments to include.

Related Topics

Pending List

Short Call List