Scheduled Patients

The Scheduled Patients report allows users to produce a distinct list of the patients who are scheduled to be seen in the next X number of days, showing for each patient their phone number, as well as the date, location, and provider of their next scheduled appointment. 

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.

To run this report, perform the following steps:

1. If you just created the Scheduled Patients 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: