Recall Appointment Report

Run a Recall appointment report to obtain a list of patients with recall appointments during any range of dates. The report includes the patient name, nickname, status, procedure, phone number, office, doctor, and age.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Appointment > Recall Report > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. You can also enable a Smart Date option to automatically calculate the dates for you. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

   Procedure - Select one or more procedures to include on the report, or choose to include "All".  If you select "All Procedures", any individual procedures you previously selected are de-selected automatically, If you then re-select an individual procedure, the "All" option is de-selected automatically. Only procedures flagged "recall" in your Appointment Procedures / Types editor are included in this report.

   Initial Sort Order - Choose how to sort the results when the report is first displayed on your screen. While viewing the report, you can click nearly any column heading to re-sort the data.

   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.

   Include Medical Alerts - Enable this option to display medical alerts underneath the procedure description. If this option is disabled, medical alerts will be omitted. (See "Patient Alerts" for details.)

   Other Alerts - Enable this option to include the patients' non-medical alerts on the report. (See "Patient Alerts" for details.)

3. 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. See "Subgroup Editor" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

4. 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 continue with the printing options.

5. 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 "Use Report Results" for details.

More Information

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.

Use Arrows to Re-sort Report - While viewing the report on your screen, use 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.

Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.