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Filtered Appointments Report

Run a Filtered Appointments report to obtain a list of appointment data for a specific date, or any range of dates. You can narrow the list of appointment to include only certain procedures, appointment statuses (made, kept, etc.), orthodontists, and/or offices. The report includes the appointment date & time, patient name and id, scheduled procedure, appointment status, patient phone number, patient status and treatment phase.

How to Get Here

Run This Report

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.

Notice!

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.

Finish

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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