View Appointment Scheduler screen. View Video, 13 min. 55 sec.

The Schedule Report can be limited by the following parameters:

• Appointment Date Range
• Schedule Doctor
• Specific Patient Type (1 or more)
• Specific Appointment Type (1 or more)
• Not Confirmed Only

By selecting the Not Confirmed Only option, you can generate a call list of patients who still need to be confirmed.

Schedule Report Alternate
This report is a modification of the schedule report.  Since this report displays the patient's age and may be seen by your patients, the age value has been encrypted.  You will find the age under a column labeled Ega.  The age will have the patient's first letter of his/her first name before the age and the last letter of his/her last name after the age.  Therefore, if Mary Jones is 47 years old, her age will appear as M47S in the column marked Ega. This report also expands to display the full text of the appointment comment. The Schedule Report only displays as much of the comment as will fit on one line.

Cancellation Report
The Cancellation Report is used to track patients who have made appointments and then have canceled. The six cancellation categories are printed at the top of the report.  These categories are:

• Rescheduled
• No Show
• Cancellation
• Last Minute Cancellation
• We Will Call To Reschedule
• They Will Call To Reschedule
• Delete

These categories were discussed earlier in the section entitled "Deleting Appointments and Tracking Cancellations and No-Shows."  The Cancellation Report can be limited by the following parameters:

• Cancellation Date Range (when the cancellation took place)
• Schedule Doctor
• Specific Cancellation Type (1 or more)
• Specific Appointment Type (1 or more)