Status Report

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The Status Report provides a count of appointments with a particular status in a period of time.

For example, the number of Attended appointments last month. 

Report Requirements

Use Status Types in the appointment window. 

This is done during the creation of a new appointment or you can modify existing appointments. Not all Status Types will be used at the initial creation of an appointment.

Examples:

  • The Status C: Confirmed will not be used until the appointment is confirmed.

  • The status L: Lab work needed, may be used and report printed so all lab work due can be checked for arrival or completion in time for patient appointment.   
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Run the Report

  1. Click the navigation menu > Appointments

  2. Right click in any slot > Print > Status Report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <Any Location > from the drop list if applicable

    3. Status: Select the Status to base this report on

    4. Appointment Books: Select the appointment book/s to include in the report

    5. Show Inactive Books: Tick to include books previously made inactive

    6. Click OK
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Report Details

 Patient 

Name of the patient that matches the requested criteria of the report

 DOB 

Date of birth

 Phone 

Contact phone number

 Date 

Date of appointment

 Time 

Time of appointment

 Duration 

Duration of appointment

 Fees 

Fees generated for items performed at this appointment

 

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Links:

Other Information on status report:  Status Report (Non-Financial).

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