The ASAP List displays patients who have an appointment scheduled but who want a sooner one if an opening becomes available in the schedule.
|
Why: |
To assist in filling the schedule when there are cancellations |
When: |
Weekly, or daily |
To generate the report
In DXOne Reporting, select Lists, and then double-click ASAP List.
The ASAP List dialog box appears.
To load the settings from a report job that has been scheduled for the ASAP List, do the following:
Click
the Job Name search button 
.
Note: The search button is available only if a report job has been scheduled for this report.
The Select Template/Job dialog box appears.
By default, only jobs that you created for this report appear in the list. To view jobs that other users created for this report, select the List Jobs For All Users checkbox.
If
the list is long, to search for a job by name, enter the first character
or more of a job name in the Enter Job
Name box, and then click the search button
to view a list of matching jobs.
Note: To
return to viewing the list of all jobs, clear the search criteria that
you entered, and then click the search button .
In the list, select a job.
Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include ASAP appointments that have dates (based on the Time Zone) within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
To include ASAP appointments that have dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Time Zone - Select one of the following options:
Clinic Time - To use the clinic time zone to determine if an ASAP appointment is within the date range for the report.
UTC - To use Coordinated Universal Time to determine if an ASAP appointment is within the date range for the report.
Provider - To filter the report by the preferred providers (Prov1) of patients who have ASAP appointments scheduled, do one of the following:
To include all providers that you are allowed to generate the report for, select the All checkbox.
To include specific providers, do the following:
Click the search button .
The Select Providers dialog box appears.
Note: Only the providers that you are allowed to generate the report for are available.
If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching providers.
Note: To return to viewing the list of all the providers, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers.
Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.
Click Add.
Repeat steps b-d as needed to add other providers.
Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.
Click OK.
Appt Provider - To filter the report by the providers (primary and secondary) who are associated with appointments, do one of the following:
To include all providers that you are allowed to generate the report for, select the All checkbox.
To include specific providers, do the following:
Click the search button .
The Select Appointment Providers dialog box appears.
Note: Only the providers that you are allowed to generate the report for are available.
If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching providers.
Note: To return to viewing the list of all the providers, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers.
Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.
Click Add.
Repeat steps b-d as needed to add other providers.
Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.
Click OK.
Patient Tag - Do one of the following:
To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.
To filter the report by the tags that are assigned to patients, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:
To include ASAP appointments for patients with any patient tag, select the All checkbox.
To include ASAP appointments for patients with specific tags, do the following:
Click the search button .
The Patient Tag Selection dialog box appears.
If the list is long, to search for a patient tag, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a patient tag name in the Tag Name box.
Click Show Results to view a list of matching patient tags.
Note: To return to viewing the list of all the patient tags, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more patient tags.
Note: To select multiple patient tags, click a patient tag, and then, while pressing the Ctrl key, click the other desired patient tags. To select a range of adjacent patient tags, click the first patient tag of the desired range of patient tags, and then, while pressing the Shift key, click the last patient tag of the desired range of patient tags.
Click Add.
Repeat steps b-d as needed to add other patient tags.
Note: To remove a patient tag that you added, select that patient tag in the lower list, and then click Remove.
Click OK.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Important information this report provides
Patient and Appointment Information - Each patient’s name, status, and appointment date and time.
Prov/Op - The provider and operatory that are assigned to the appointment.
Appointment Reason - The description of the procedures for the appointment.
Length - The appointment length.
Phone - The patient’s phone number.
