Generating Lists

Generating a Pending List

The Pending List is a list of patients with appointments that were cancelled, broken, missed, or defined but not yet scheduled.  From the list, you can click on an appointment to view details and contact information or add a note. To reschedule an appointment, click Rebook.

• A patient's pending appointments are also displayed with the patient search results, and on the appointment card for any other patient appointments.

To generate a Pending List:

1. Click the Tasks tab.

2. Click the Pending List icon. A list of patients with appointments with a status of Cancelled, Broken, Failed, or Unbooked is displayed.

3. All four types are included by default. To exclude a type of missed appointment, deselect it from the Include section.

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.

• Include  Select whether to include appointments that were cancelled, broken, failed, or unbooked.

• On Pending List Move the slider to select the minimum number of months an appointment should be on the on the pending list to be included.

• Order By  Order by Days Pending or Scheduled Date.

• 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.

Related Topics

Confirmation List

Short Call List