Needs Appointment Report

Run the Needs Appointment report to see which patients with a status requiring an appointment do not have one scheduled. Among other data, the report includes the next required procedure, if available, to assist you in scheduling appropriate appointments for the patients.

Run This Report

  1. Click to OpenOpen the Report - ViewPoint main menu > Practice Reports > Appointment > Needs Appointment.

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

More Information

Who is on the report? - Patients whose status requires an appointment, but have no regular or recall appointment scheduled, are included on this report. See "Status Table" for details about flagging status descriptions with this requirement. If you have placed a patient on your Needs Appointment List manually, and they have a status that does not require an appointment, they do not show up on this report.(See "Needs Appointment List" for details.)

Next required procedure - The report includes the next required procedure for the patient, if any. The next procedure can be determined by a Treatment Chart record that includes both the Procedure and Next Appointment time frame, or you can enter the next required procedure as you process a patient's appointment.

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.