This report will allow you to see a list of ANY appointment that has not been completed.
This means that information may not be entered into an appointment so, it is not pushed to the completed column on the appointment dashboard.
This report is run by Treating Provider (who the patient was scheduled under) and can be sorted by scheduled date/time or by status.
To Run the Incomplete Appointments Report
Go to Reports
Select Incomplete Appts button
Select Filters you would like to run the report by (see image below)
- Clinic (if left blank, it will show totals for all)
- Scheduled / Treating Provider - you can choose whether it runs for All Providers or a specific provider
- “If ALL is selected, print a separate report for each provider” you can check this box if you would like a separate report ran. If not checked, info for all providers will print on the same report.
- Date Range - Day, Week, Month, Quarter, Year or Everything before
- Sort Report By - Select Scheduled Date/Time or Status
Here is an Example of how the Report will look:
Once the filters are selected. Your report will display this way.
Provider the patient is scheduled with, Date/Time of appointment, Reason of Visit, Patient name, Case, status of the appointment, if a flag was entered into the appointment and any notes.
Next to Csv Export, you will see a button that states
You can select the Mailing Label button to create mailing labels for patients on this report.
To Download/Print a Report
All reports will display a tool bar at the top of the page when generated.
You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word.
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.***This has the fastest response time***
Business hours: Monday-Friday, 8:00am-6:00pm CST