Appointment Reminders Report

The Appointment Reminders Report is for pulling data based on reminders for scheduled appointments. This will include outcome and status of appointment reminders.

Using the Appointment Reminders Report

Navigate to the Reports portal in the lower left hand corner.

In the left hand navigation pane, select Appt. Reminders underneath the General header.

Customizing the Display

Once the report is opened, the user may select which columns to display in the report by clicking the More button at the top of the screen, then selecting the Change Display Settings button.

Check the appropriate fields to display in the report.

Choose the Save Settings option in the lower right corner.

Search criteria can be entered directly into the Search bar using Chart Number or Patient Name

Using the Advanced Search

Advanced Search may be utilized to build a report based on specific criteria.

The available parameters include: 

  • Chart Number: Chart Number assigned to patient
  • Appointment Start: Date of appointment to begin search
  • Appointment End: Date of appointment to end search
  • Reminder Date: Date reminder was sent
  • Status: Reminder response options: 
    Delivery Error
    Filter Out
    Left Message
    Missing Patient Info
  • Communication: Method reminder was sent:
    Text Message
  • Patient First name
  • Patient Last name
  • Home Phone
  • Work Phone
  • Other Phone
  • Email 
  • Resource First
  • Resource Last
  • Location
  • Type
  • Created
  • Replied

Set the appropriate criteria then click the Search button at the bottom of the Advanced Search criteria to run the report.

To print or export the report, click the Gear Icon in the upper right corner.  Choose the Print option from the dropdown menu to be prompted to print or export to excel.

Note:  Please note if your practice has not transitioned yet, this report will not properly pull reminder statuses.