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Scheduling Report - Overview

The Appointments, Created Appointments, Updated Appointments, Deleted Appointments, and Recall appointments are all very similar. All can be filtered by status, type, or resource, but the reports are distinguished by how the date range is filtered.

  • Appointments: Filters appointments that were scheduled to occur between the selected Start and End Dates.
  • Appointments by Date: Filters appointments for a specific date or date range by date, month and year.
  • Created Appointments: Filters appointments that were created between the selected Start and End Dates.
  • Deleted Appointments: Filters appointments by the date for which it was originally scheduled, or the date on which it was deleted.
  • Follow-Up & Recall Appointments: Filters appointments that are associated with a recall or follow-up by the scheduled date.
  • Resource Report: Allows you to view statistics about your appointments and production broken down by Resource.
  • Updated Appointments: Filters appointments that by the last time a change was made to that appointment.

Appointments - Checkboxes
Under the status, type, and resource filters, there are many checkboxes to add information to the report. With no checkboxes selected, only one column will appear in the report: the Patient's name. The patients name is also a link to the patient's account.
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  • Treatment Plan: Displays information on any treatments associated with the appointment.
  • Date of Birth: Displays the patient's date of birth as set in the Patient tab.
  • Last Updated: Displays the date the appointment was last edited. This would include changing the time, resource, status, or any other information in the appointment window.
  • Fee Pat. Bal.: Displays the total patient portion of any treatments associated with the appointment. Please note, this may not be equivalent to the total listed for the whole treatment plan or the phase.
  • Patient #: Displays the patient's account number.
  • Age: Displays the patient's current age.
  • Created: Displays the date the appointment was created.
  • Prod. Pat. Bal.: Displays the patient portion of all fees entered through the ledger either Patient or Schedule as long as there is an appointment created for the said patient. Procedures will be counted even if the procedure date does not match that of the appointment, as long as they were entered into the patient or schedule ledger.
  • Chart #: Displays the patient's chart number, as entered in the Patient tab.
  • Date: Displays the date the appointment is scheduled.
  • Fees: Displays the total fees of any treatments associated with the appointment.
  • Status: Displays the current status of the appointment, such as Confirmed, Cancelled, Missed, and so on.
  • Phone: Displays the first phone number listed under the Patient screen.
  • Prod.: Shows the total of all fees entered through the "Advanced View" of that appointment. Procedures will be counted in this even if the procedure date does not match that of the appointment.
  • Type: Displays the appointment type, such as Follow-up, New Patient, and so on.
  • Notes: Displays any notes entered in the appointment screen.
  • Fee Bal.: Displays the total unpaid portion (both insurance and patient) of all treatments associated with the appointment.
  • Resource: Displays the resource under which the appointment is scheduled. For Cancelled, Deleted, or "To Reschedule" appointments, this displays the resource the appointment was in, before removed from the schedule.
  • Prod. Bal.: Displays the total unpaid portion (both insurance and patient) of all fees entered through the "Advanced View" of that appointment. Procedures will be counted even if the procedure date does not match that of the appointment.
  • Created By: Displays the first and last name of the user that created the appointment.
  • Updated By: Displays the first and last name of the last user that updated the appointment.
  • Provider: Displays the provider associated with the appointment.
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