Morning Meeting Report

Morning Meeting by Office; Morning Meeting Report.

Run a Morning Meeting report to obtain quick access to key pieces of data that are useful for your morning meeting, including the types of procedures scheduled, upcoming birthdays, and progress toward your goals. Most offices run the report for today or tomorrow in preparation for the day. The Morning Meeting Report prints for all doctors and offices in your practice: To generate the report for an individual office or orthodontist, choose the Morning Meeting by Office report.

 

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How to Get Here

• ViewPoint main menu > Practice Reports > Appointment > Morning Meeting by Office or Morning Meeting Report.

   

  

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Run This Report

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.

 

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• Date - Choose the date or dates to use. You can type a date in the Date field, or click the v button to select a date from a calendar. In addition, you can click the [ T ] button to select Today, the [+W] button to advance the date by one week, or the [+M] button to advance one month. Also, pressing Shift or Control while you click one of the date buttons takes you backwards one week or one month instead.The date or dates you select will appear just under the report title; if you select a date that is not "today", this date will be different from the run date that appears in the report header.

• Records monthly goal - Type the ideal number of records you would like to have for the month.

• Starts monthly goal - Enter your goal for the number of starts for the month.

• Notes - Enter comments about the day's events. For example, you might want to note special lunches, staff absences, and community activities.

• Procedures to Include - Select one or more procedures you want to include in each category of the report You can also click [C] beside the category heading to clear your choices and start over.

  • New Patients Procedures - Patients with these procedures scheduled are included in the New Patients Scheduled section of the report.

  • Starts ProceduresPatients with these procedures scheduled are included in the Starts Scheduled section of the report.

  • Deband Procedures- Patients with these procedures scheduled are included in the Debonds Scheduled section of the report.

  • Emergency Procedures - Patients with these procedures scheduled are included in the Emergencyor Comfort Care,section of the report.

  Each section includes information specific to that type of procedure.

Notice!

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results. In addition, the report header can optionally include the exact subgroup criteria used to generate the report, instead of just the subgroup description.

Finish

Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

• Appointment Reports & Forms
  • Active Patients - No Appointments Report
  • Appointment Day Sheets (Multiple Options)
  • Arrival History Reports
  • Daily Kept Appointment Summary
  • Deband Analysis
  • Grid Bar Report
  • Grid Day Sheet
  • Kept Appointment / Kept Procedure Reports
  • Missed Appointments Report
  • Monthly Kept Procedure Count
  • Morning Meeting Reports
  • Needs Appointment Report
  • New Patient Tracker Report
  • Old Appointments Report
  • Scheduled Procedures / Summary
  • Tray Covers
  • Appointment Cards

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