General Navigation - Drawer Overview (7.3 and earlier) – MacPractice HelpDesk

The Drawer functionality was adjusted in MacPractice builds after 7.3. You can read more about these changes in this article here.

The MacPractice Drawer contains additional features such as user created lists and reports on patient or user interactions within records. The options available in each tab vary by ability. For example, the Patients, Schedule, and EDR/EMR abilities have unique Drawer functions.

To open the Drawer, click the button on the bottom left of the sidebar.

The Drawer will display tabs depending on the ability selected. These tabs within the Drawer may include the following, which we'll cover further in the article:

Lists Tab
Report Tab
Appointment Tab
Transparencies Tab

Lists Tab

The Lists tab displays lists created in the Reports ability and allows you to manually create lists. Lists are most often used to export specific sets of data or to create bulk notes, forms, or envelopes.

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To manually create a list, click the plus button to create a new folder. Rename the folder and drag any list items from the MacPractice sidebar to the new list. List items might be patients from the Patient ability, Forms, Appointments, and so on.

Lists within the Lists tab display in three columns:

Name: The name of the list item, such as a patient name, form name, and so on.
Type: The type of the item within the list, such as patient, appointment, form, and so on.
Ability: The ability from which the list item was derived, such as Scheduling, Images (Attachments), Accounting (Ledger), and so on.

Lists within the Lists tab can be filtered with the User menu. Select Current User (default) to display only lists created by the logged in User, or all Users to display every list.

Lists can be exported with the Export button. Click the Export button and select the Presets and/or Format to apply to the resulting exported list. For more on using Lists with presets or exporting lists, see Lists/Exporting.

To print the list, click the print icon. Printing a list results in a three column document including the Name, Type, and Ability of each list item.

For more on using Lists to create bulk forms, see Creating a Note From a Template, Creating Envelopes in Many Mode, or Creating Labels for Multiple Patients.

Report Tab

The Report Tab lists information associated to a specific record, such as a Reference, Appointment, Patient, and so on. For most records, the Report tab lists patients or user actions associated to the record and can be filtered by Patients or History (of User actions).

You can use the drop down to control what kind of information the Reports Tab will pull.

Patients

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The Report tab includes filters for date range at the bottom of the Drawer. Set the Start and End Date in the respective fields, then click the Apply button.

The Report list can be filtered by Patients or History when a patient is selected in the sidebar.

The Patients item in the filter menu results in a two column list:

Name: The name on the charge.
Charge: The total amount of the charges within the set date range.

The History filter displays user actions on the patient account in three columns:

Date: The date the action was committed.
Action: The name of the action committed, such as Update, Insert, and so on.
User: The username of the user who committed the action.

To create a list in the Lists tab, click the Make List button.
To print the filtered results, click the Print icon.

Schedule

When you are in the Schedule ability, the Report tab can be filtered by All Appointments (Including Missed, Cancelled, and To Reschedule), Appointment Transactions, Appointment Treatment Plans, Appointments Cancelled, Deleted Appointments, Follow-up appointments, Recall appointments, Missed, and To Reschedule.

These filter options display results within the following columns:

Name: The name of the patient on the appointment.
Date: The date on which the appointment was/is scheduled.
Time(Mins): The appointment start time and the duration for which the appointment was/is scheduled in minutes.
Status: The status of the appointment, such as Confirmed, Unconfirmed, and so on.
Type: The appointment type of the repeating appointment.
Resource: The Resource in which the appointment is scheduled.

To send a list of the appointments, transactions, or treatment plans, click the Make List button.
To print the list, click the print icon.

References

In the References ability, the Patients item will display any patients associated to a selected Reference such as Account Alerts, Patient Alerts, Allergies, and so on. The History item will display user actions within the Reference. For example, if the Reference is edited, the History list may include an Update Action.

For information on using Drawer Reports with References, see References Drawer Reports.

Appointments Tab

The Appointments tab within the Drawer has unique functions within the Patient ability, where the tab describes all appointments, and the Schedule, where the tab describes details on a single appointment.

Patients
The Appointments tab within the Drawer in the Patients ability lists the Patients in the account, Follow-ups (Recalls), Appointments, and To Reschedule appointments.

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Patients in account:

Name: The name of the patient within the account.
Patient ID: The patient number.
Chart Number: The number within the Chart Number field in the Patient tab.

Follow-ups:

Name: The name of the patient on the appointment.
Type: The Follow-up or Recall type.
Last Visit: The date of the last visit.
Frequency: The frequency assigned to the Follow-up.
Next Visit: The date of the next visit scheduled.
Notes: Any notes added to the appointment.

Appointments:
The date range filters above the Appointments box can be used to filter the appointment results.

Name: The name on the appointment.
Date: The date for which the appointment was scheduled.
Time(Mins): The appointment start time and the duration for which the appointment is scheduled in minutes.
Status: The status of the appointment, such as Confirmed, Unconfirmed, and so on.
Type: The type of the appointment.

To Reschedule:

Name: The name on the appointment to reschedule.
Date: The date on which the appointment was originally scheduled.
Time(Mins): The appointment start time and the duration for which the appointment was scheduled in minutes.
Type: The type of the appointment.
Notes: Any notes added to the appointment.
Status: The status of the appointment, such as To Reschedule.

Schedule

The Appointment tab in the Drawer within the Schedule ability displays and modifies information in a similar way to that of the Appointment Detail window, adds Codes to associated Treatment Plans, and allows Repeat Appointment linking.

The Appointment tab is useful for updating Schedule information through data entry, rather clicking and dragging on the Schedule.

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-The upper portion of the Appointment tab displays and modifies information in a similar way to that of the Appointment Detail window in the Schedule.

Patient, Birthday, and Age each pull from the demographics in Patients > Patient.

The Date, Duration, Status, Type, Resource, and Notes can be modified through the Drawer just as they would in the Appointment Detail window of the Schedule.

The Treatments tab in the lower portion of the Appointment tab in the Drawer displays and adds codes to Treatment Plans associated to the selected Appointment. To add a new code to the Treatment Plan, click the plus button. Within the Appointment Detail window, add the code to the Treatment Plan in the Ledger as you generally would.

For more information on creating Treatment Plans, or adding Codes and Phases to Treatment Plans, see the Treatment Plan documentation.

The Repeats tab in the lower portion of the Appointment tab in the Drawer can be used to create Repeat Appointments. For more information on creating, deleting, or manually linking repeat appointments, see the Repeat Appointments documentation.

Transparencies Tab

The Transparencies Tab controls Transparency blocks in MacPractice 7.3 and earlier.

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