Scheduled Procedures Report

Scheduled Procedure Summary; Scheduled Procedures

Run a Scheduled Procedures report to see which patients have appointments scheduled within a range of dates. The Scheduled Procedures report lists details about each patient appointment, including the patient name, appointment date and time, patient status, and appointment reminder. The Scheduled Procedure Summary shows a simple summary of the number of appointments scheduled for each procedure.

 

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How to Get Here

• ViewPoint main menu > Practice Reports > Appointment > Scheduled Procedures or Scheduled Procedure Summary.

   

  

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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.

• 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.

• Procedure - Select one or more individual procedures to include on the report, or enable the All option to include all procedure types.

• Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

• Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.

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.

• Single date or date range - You can run this report for a single date (by entering the same date in the Start and End date fields), or for a range of dates.

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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