Kept Appointments with No Treatment Chart; Kept Procedure Summary; Kept Procedure Summary by Year; Kept Procedures Report; Monthly Kept Procedure Count
Run a Kept Appointment or Kept Procedure report to see which patients have kept certain appointment procedures on a specific date, or within a date range. Choose from multiple report formats, each designed to show different information about your patients and your practice. In particular, you can use the Kept Appointment - No Treatment Chart report to be sure that no appointments are accidentally left uncharted.
How to Get Here
Decide which report to run - Choose the report to run according to the type of kept appointment you want to include on the report, as described below.
Kept Appointments with No Treatment Chart - This report prints patients who kept their appointments on a specific date, but have no treatment chart record created for that appointment yet.
Kept Procedure Summary - This report simply lists the number of procedures kept during a specific time frame.
Kept Procedure Summary By Year - This report compares
any set of procedures for any range of dates. The report includes the
number of each type of procedures for the past 5 years, and has a graph
at the bottom.
Kept Procedures - This report prints details the patients who kept their appointments during the date range you select.
Monthly Kept Procedures Count - This report compares the number of completed procedures per month for any range of years.
Open the report - ViewPoint main menu > Practice Reports > Appointment > Choose your Kept report.
Run This Report
Report Settings - Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
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 dropdown button to select a date. 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.
(Not available for the Daily Kept Appointment Summary or No Treatment Chart reports.)Procedure - Select one or more individual procedures to include on the report, or enable the All option to include all procedure types.
(Not available for the No Treatment Chart report.)Sort order - Choose how to sort the report results.
(Not available for the Daily Kept Appointment Summary or No Treatment Chart reports.)Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
(Not available for the Daily Kept Appointment Summary or No Treatment Chart reports.)Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
All option to include all procedure types.
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