Appointment Reminder List

Run an Appointment Reminder List to review the list of reminders you have created to assign to patient appointments. You can choose whether to include unique typed reminders in the report, or include only reminders from your Appointment Reminders editor, The report indicates whether a description is flagged for recall appointments.

Get Started

Create Reminder Descriptions -Use the Appointment Reminders editor to create and maintain the list of standard appointment and recall reminders that you can assign to patient appointments, and print on most appointment card formats. See "Appointment Reminders Editor" for details.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Table > Appointment Reminder List > 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 from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Exclude Typed Reminders Option - Enable this option to include only reminder descriptions from your Appointment Reminders editor in the report. If this option is disabled, all reminders, including unique descriptions you have typed into patient appointments, will be included.

3. 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.

4. 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.