Daily Intakes

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 Appointment header and find Daily Intakes. Then fill out the parameter list as follows:
   
   
   
   
   1. Start Date: The starting date for the range of appointments the user would like to review..  
   2. End Date: The ending date for the range of appointments the user would like to review.
      
      
4. 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:
   
   
   1. Comments: The comment on the appointment.
   2. Appt Date: The appointment date.
   3. Appt Status: The current status of the appointment. 
   4. Time: The time of the appointment. 
   5. Appt Type: The type assigned to the appointment. 
   6. Last Appt: The date of the patient's last 'Checked-in' or 'Checked-out' appointment before the appointment listed. 
   7. MML: Returns 'Y' or 'N', denoting whether the patient has been connected to MML. 
   8. Chart #: The chart number of the patient. 
   9. Patient: The name of the patient. 
   10. Required: Returns 'Y' or 'N', denoting whether the patient has completed all intakes that are required for this appointment. 
   11. Resource: The resource the appointment is scheduled with. 
   12. Recently Seen: Returns 'Y' or 'N', denoting whether the patient's last appointment (from #6) was in the past year. 
   13. Service Location: The location of the scheduled appointment.

To run this report, perform the following steps:

1. If you just created the Daily Intakes Connect report, click the refresh icon on the toolbar:
   
   
   
   
2. Select the created report in the list.
3. Click the drop-down next to the hammer and wrench icon on the toolbar. Then click Run Report.
   
   
   
   
4. You should see the results on your screen. If desired, you can click the Excel icon at the top to export these results: