- Go to the Reports section, then under EMR select Connect.
- Click the icon with a plus sign in the toolbar to create a new Connect report entry.
- When asked to select the Report, scroll under the Appointment header and find Daily Intakes. Then fill out the parameter list as follows:
- Start Date: The starting date for the range of appointments the user would like to review..
- End Date: The ending date for the range of appointments the user would like to review.
- Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:
- Comments: The comment on the appointment.
- Appt Date: The appointment date.
- Appt Status: The current status of the appointment.
- Time: The time of the appointment.
- Appt Type: The type assigned to the appointment.
- Last Appt: The date of the patient's last 'Checked-in' or 'Checked-out' appointment before the appointment listed.
- MML: Returns 'Y' or 'N', denoting whether the patient has been connected to MML.
- Chart #: The chart number of the patient.
- Patient: The name of the patient.
- Required: Returns 'Y' or 'N', denoting whether the patient has completed all intakes that are required for this appointment.
- Resource: The resource the appointment is scheduled with.
- Recently Seen: Returns 'Y' or 'N', denoting whether the patient's last appointment (from #6) was in the past year.
- Service Location: The location of the scheduled appointment.