Office List

Run the Office List report to review the list of the active records in your Offices editor, along with their addresses, phone numbers, and email addresses. Records flagged Inactive are not included in the report.

Get Started

Create Office Records - You maintain the list of office locations in your practice in your Office editor. The patient's financial transactions and appointments default to the office assigned to the patient folder. Much of the data entered in this editor links to the Contact page of your Practice Connect app. See "Set Up Office Locations" for details.

Run This Report

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

   

2. 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.

3. 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.