Standard, Financial, Addendum Options
Run an Appointment Day Sheet to obtain a list of appointments scheduled for a specific date, or any range of dates. Most offices run the report for today or tomorrow in preparation for their day. In addition to detailed appointment data, the report includes the number of months the patient has been in treatment, along with the number of expected treatment months, and the patient's current status. You can optionally include
Use the Print function from your Scheduler for a graphical version of your schedule. See "Print Graphical Schedule" for details.
Home ribbon bar > 
Reporting > Appointment > Appointment Day Sheet > Run. (You can also search for the report you want to work with.)
Click Reporting from the Home ribbon bar.
If needed, expand the Appointment reports section, and select the Appointment Day Sheet report. Then click Run.
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
Report type - Choose the report type, which determines the kind of data included on the report.
Standard - This report includes scheduled appointment details, and lists the patient birthday & age, if the birthday is within 30 days of the report dates.
Financial - This report includes scheduled appointment details, along with the account balance and amount due for each patient. Note that the financial amounts are calculated from the patent's appointment date, not the date the report is run.
Addendum - This report includes the Scheduler (grid) notes, medical alerts, appointment reminders, and next appointment information for the appointments scheduled during any date range. Use this report along with either the Standard or Financial day sheet.
Date - Choose the date or dates to use. You can type a date in the Date field, or click the v button to select a date from a calendar. 
Today, This Month or Next Month option to auto-select dates. If you choose an auto-select date, you cannot type a date or open the calendar: Disable the auto-select option first if you want to choose a specific date.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
Regular appointments - Enable this option to include appointments that are scheduled with a date and time on your scheduling grid (these are appointments for which your patients will physically be in the office). If this option is disabled, regular appointments will not be included.
Recall procedures only - Enable this option to include only recall appointments on the report (these are appointments that remind patients to call to schedule an appointment). Regular scheduled appointments will be ignored. If this option is disabled, recall appointments are ignored and will not be included.
Medical alerts - Enable this option to display medical alerts underneath the procedure description.
Other alerts - Enable this option to display non-medical alerts on the report next to the patient name. If this option is disabled, non-medical alerts will be omitted. If alerts are included on the report, they print in the Procedure column, just underneath the patient's scheduled procedure.
Double-spaced output - Enable this option to double-space the report (to allow for writing notes). Or, leave the option disabled to print more appointments on one sheet of paper.
Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included.
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.
Single date or date range - You can run this report for a single date (by entering the same date in the Start and End date fields), or for a range of dates.
Use Arrows to Re-sort Report - Click the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.
Phone number - The Appointment Day Sheet displays the patient cell phone if the patient has no home phone number listed.
Tx(mo) - The treatment months column contrasts the number of months a patient has been in treatment (according to the treatment start date) with the expected and/or actual treatment time (according to the expected and/or actual appliance removal dates).
Current progress - If the numbers are separated by a slash ( 24 / 48 ), the patient has an expected appliance removal date, but no actual removal date, indicating that the patient is currently in treatment. In our example, the patient has been in treatment for 24 months, with an expected treatment time of 48 months. In other words, this patient should be approximately half way through this phase of treatment.
Actual treatment time - If the numbers are separated by an asterisk ( 48 * 49 ), the patient has both expected and actual appliance removal dates, indicating this phase of treatment has been completed. In our example, treatment was expected to take 48 months, and actually took 49 months to complete.
Undefined - If the Tx(mos) column is blank, the patient has neither an expected or actual appliance removal date recorded in the patient folder.
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
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