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Print Screen Report |
 Print Screen Report |
The Print Screen report prints a grid outlining the schedules currently listed on the main appointment window. |
| Chart Pull List |
Chart Pull List |
Use the Chart Pull List to determine which patient charts need to be pulled and sent to which physicians.
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Credit Summary Report |
Credit Summary Report Sample |
The Credit Summary report lists family-responsible balance information for each patient who has an appointment during a specific range of days. This allows you to resolve account issues either before the patient comes in for the appointment or at the time of the appointment. You can also generate this report for past appointments and use it as a collection tool.
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Inactive Patient List |
Inactive Patient List Sample |
The Inactive Patient List is a list of patients who have not had an appointment at your facility since a specific date. Use this list to determine which patient charts you can move off-site.
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Reminder Letters |
Reminder Letters Sample |
Use reminder letters to remind patients of upcoming scheduled appointments. Reminder letters are formatted so that you can fold them, place them in envelopes, and send them to patients directly without alteration.
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Charge Slips |
Charge Slips Sample |
A charge slip is a report that shows the account information for a specific patient. Depending on the form that you use to print the charge slip, the charge slip can serve any of the following functions.
• Face sheets
• Encounter forms
• Patient registration sheets
• Chart labels
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| Appointment Type List |
Appointment Type List Sample |
The Appointment Type List includes the appointment types currently in your system. This report contains:
• Appointment type code
• Appointment type description
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| Block Reason Listing |
Block Reason Listing Sample |
The Block Reason Listing includes the block time reasons currently in your system.
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| Cancel/No Show Listing |
Cancel/No Show Listing Sample |
The Cancel/No Show Listing includes the cancel/no show reasons currently in your system.
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| Instruction List |
Instruction List Sample |
The Instruction List includes the instructions currently in your system.
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Resource Listing Report |
Resource Listing Report Sample |
The Resource Listing includes the resources currently in your system with contact information for each resource. (All resources are listed, regardless of whether they are active or inactive.)
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| Master Appointment List |
Master Appointment List Summary |
The Master Appointment List includes the appointments booked for resources with a specific resource type during a specific day. This list can also optionally contain the resource's block times. Print and distribute this report to the resources at your facility to give them a list of their work schedule during a given day. This report can also be used by your primary patient check-in desk, since it lists all appointments in appointment time order.
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| Resource Appointment Summary |
Resource Appointment Summary Sample |
The Resource Appointment Summary report lists a specific day’s appointments in table format. Each resource’s schedule prints on its own page (or pages). You can print the Resource Appointment Summary report for a single resource or for all resources of a specific resource type.
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| Appointment Type Summary |
Appointment Type Summary Sample |
The Appointment Type Summary report lists the number of appointments that are booked using the appointment types on your system for a specific date range.
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| Cancellation Summary |
Cancellation Summary Sample |
The Cancellation Summary report lists the number of appointments that were booked for a specific date range but have since been canceled. The total is broken down on this report by cancellation reason (for example, Forgot Appointment or Work Conflict ). This allows you to monitor the reasons why appointments are being canceled.
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| No-Show Summary |
No-Show Summary Sample |
The No Show Summary report lists the number of appointments that were booked for a specific date range and the patient did not show up for them. The total is broken down on this report by no-show reason (for example, Forgot Appointment or Work Conflict ). This allows you to monitor the reasons why patients are not showing up for their appointments.
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| Practice Totals Summary |
Resource Summary Sample |
The Practice Totals report allows you to monitor the number of patients who are showing up for appointments in comparison to the number of patients who cancel or who don’t show up. There are two main sections on this report.
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| Resource Summary |
Resource Summary Sample |
| The Resource Summary report lists the following for each practitioner over the specified date range:
• Total number of patients seen
• Total number of new patients seen
• Number of completed appointments, canceled appointments, no-show appointments, and appointments whose status is still Pending This report also lists the average figures of the above information for each practitioner.
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| Conflict List Report |
Conflict List Report Sample |
The Conflict List report lists conflicts you will create with existing appointments or block times by trying to set up a new appointment or block time.
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