7.3 Running Reports

The available reports assist in tracking office/patient activity and can be utilized to determine patient retention & statistics.

1. Click 'Run Reports' to the Upper Right of the calendar
2. Select Scheduling Reports or Patient Reports
   1. Scheduling Reports
      1. Select desired report from the Select Report drop-down menu
      2. Input date range
      3. Select report criteria to reflect against all patients or one patient (Selecting Patient will open the drop-down box to the right where you may choose the patient for the report)
      4. (Optional) Select an Appointment Type that you would like to use as a filter for the desired report
      5. (Optional) If your practice has more than one provider, you may run a report for an individual provider or all providers within the practice.
      6. Click Run Report
   2. Patient Reports
      1. Select desired report from the Select Report drop-down menu
      2. (Optional) Filter by Criteria
      3. Click Run Report
         

After a report has been generated, it will show in the box below.  This report can then be exported to Excel or Printed as a PDF.  

Available Reports

Scheduling Reports

• No Show- Will pull all No Show status of appointments in the time frame
• Cancellation- Will pull all Cancellation status of appointments in the time frame
• Appointment Hx- Will pull both past and future appointments regardless of appointment status
• Completed Visits- Will pull all Checked Out status of appointments in the time frame
• Inactive Patients- Will pull who haven't had an appointment in the timeframe selected
• New Patients- Will pull who has been entered into the system in that time frame
• Rescheduled Appointments- Will pull all Rescheduled status of appointments in the time frame
• Sign in Sheet- Will pull all appointments and signature sheets from time frame selected

  • Printed PDF will give you a list of appointments and each subsequent page will be the printed image of their signature

  • Exported to Excel will generate the list of appointments.  

Patient Reports

• Patient List- This will list patient demographics.  This can be filtered by Active or Inactive Patients.    
• Patient Insurance- This will generate active patients with active insurance policies for the insurance selected. 
• Birthday List- This will allow you to generate either the current month, next month or both to provide patients that have a birthday in that time frame.