Appointment / Recall Procedure List

Run a Procedure List report to review the list of active appointment and recall procedures you have created to schedule for your patients. The grid cell colors you have chosen for each procedure are included on the report, so it is best to print it with a color printer. Records flagged Inactive are not included in the report.

Get Started

Create Procedures - Create and maintain your appointment and recall procedures with the Procedures editor.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Table > Procedure 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. 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.