Generating Lists

Generating a Short Call List

The Short Call List is a list of patients with scheduled appointments who might be available to fill an earlier time slot. 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.

To generate a Short Call List:

1. Click the Tasks tab.

2. Click the Short Call List icon. A list of patients with non-cancelled appointments whose short call status is not "No" is displayed.

• The short call status for an appointment is assigned on the appointment card in the Details section. The status is either No, Anytime, Morning, or Afternoon.

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.

• Availability Select Anytime, Morning, or Afternoon.

• 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.

• Lab case received  Select this option to include appointments for which lab cases have been received.

Related Topics

Confirmation List

Pending List