Adding Scheduled Patients report

  1. Go to the Reports section, then under EMR select Connect.
  2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
     


  3. When asked to select the Report, scroll under the Patient header and find Scheduled Patients. Enter a number X for parameter Scheduled Days, where you would like to view patients with appointments in the next X days. When finished, hit 'Next'.


  4. Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report.
    1. Account: The chart number from the patient's account. 
    2. Location: The location of the patient's next scheduled appointment. 
    3. Provider: The provider of the patient's next scheduled appointment. 
    4. Next Appt Date: The date of the patient's next scheduled appointment. 
    5. First Name: The first name of the patient. 
    6. Last Name: The last name of the patient. 
    7. Patient Phone: The first entered phone number from patient demographics.