Appointment Report

The Appointment Report is used for pulling data based on scheduled appointments. This may include appointment data, patient demographic data, and more.
If you have set display settings already, you may skip to step #6. 

1. Navigate to the Reports portal in the lower left hand corner.
   
   
2. In the left hand navigation pane, select the Appointment option underneath the General header.
   
   
3. Once the report is opened, a 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.
   
   
4. Check the appropriate fields you would like to display in the report.
   
   
5. Choose the Save Settings option in the lower right corner.
   
   
6. To set the report criteria, open the Advanced Search 
   
   
7. Set the appropriate criteria, then click the Search button at the bottom of the Advanced Search criteria.
   
   
8. The report will run. To print or export the report, click the Gear Icon in the upper right corner.
   
   
9. Choose the Print option from the dropdown menu and you will be prompted to print or export to excel.
   
   

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: 
  Answered
  Cancelled
  Confirmed
  Delivery Error
  Failed
  Filter Out
  Left Message
  Missing Patient Info
  Sent
• Communication: Method reminder was sent:
  Email
  Telephone-Cell
  Telephone-Home
  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.