Appointment Day Sheet
Appointment Day Sheet - Date Range; Financial; Next Appointment; Standard
Run an Appointment Day Sheet to obtain a list of appointments scheduled for a specific date, or any range of dates. Each type of day sheet report includes different information. Most offices run the report for today or tomorrow in preparation for their day. In addition to detailed appointment data, the report includes the number of months the patient has been in treatment, along with the number of expected treatment months, and the patient's current status. You can optionally include medical alerts on the report. Due to the large number of columns required by the report, it prints in landscape mode (sideways).
Practice Reports - ViewPoint Main Menu > Appointment > Appointment Day Sheet (select from several options).
Addendum - This report includes the Grid notes, medical alerts, appointment reminders,
and next appointment information for the appointments scheduled during any date range. This report is generally printed as an addition to the Date Range, Standard or Financial day sheet.
Standard / Date Range - These reports are identical, except that the Date Range report is the only Appointment Day Sheet that can be run for multiple dates. Both reports include the patient birthday & age, if the birthday is within 30
days of the report dates.
Financial - This Appointment Day Sheet generates the scheduled appointments
for a specific date, along with the account balance and amount due for each patient included in the report.
Next Appointment - This Appointment Day Sheet includes the patient's next appointment that is scheduled at a later date, if any.
Daily Activities - ViewPoint Main Menu > Daily Activities Standard or Financial Appointment Day Sheet.
Standard - This report, which can be run for a single date, includes the patient birthday & age, if the birthday is within 30
days of the report dates.
Financial - This report, which can be run for a single date, generates the scheduled appointments
for a specific date, along with the account balance and amount due for each patient included in the report.
Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report.
Date - Choose the date to use. You can type a date in the Date field, or click the v button to select a date from a calendar. You can type a date in the field, click the up / down buttons to advance the current field, or use the drop down 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 appears 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.
(Date Range report only). Procedure - Select one or more procedures to include on the report, or choose to include "All". You can also click the C button at the top of the list to clear your choices and start over.
(Does not apply to the Addendum report.)
Sort order - Choose how to sort the report results.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Doctor - Choose to include only the records for a specific doctor, or include the records for all doctors in your practice.
(Does not apply to the Addendum or Date Range reports.) Recall Procedures Only - Enable this option to include only recall appointments on the report (these are appointments that remind patients to call to schedule an appointment). Regular scheduled appointments will be ignored. If this option is disabled, recall appointments are ignored and will not be included.
(Does not apply to the Addendum report.) Hide Medical Alerts - Disable this option to display medical alerts underneath the procedure description. If this option is enabled, medical alerts will be omitted. (See "Patient Alerts" for details.)
(Does not apply to the Addendum report.) Double-Spaced Output - Enable this option to double-space the report (to allow for writing notes). Or, leave the option disabled to print more appointments on one sheet of paper.
Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.
Tx(mo) Column - The treatment months column contrasts the number of months a patient has been in treatment (according to the treatment start date) with the expected and/or actual treatment time (according to the expected and/or actual appliance removal dates).
Current progress - If the numbers are separated by a slash ( 24 / 48 ), the patient has an expected appliance removal date, but no actual removal date, indicating that the patient is currently in treatment. In our example, the patient has been in treatment for 24 months, with an expected treatment time of 48 months. In other words, this patient should be approximately half way through this phase of treatment.
Actual treatment time - If the numbers are separated by an asterisk ( 48 * 49 ), the patient has both expected and actual appliance removal dates, indicating this phase of treatment has been completed. In our example, treatment was expected to take 48 months, and actually took 49 months to complete.
Undefined - If the Tx(mos) column is blank, the patient has neither an expected or actual appliance removal date recorded in the patient folder.
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.
