Unscheduled Appointment List

The Unscheduled Appointment List displays appointments that have been broken or marked as wait/will call.

To generate the report

In DXOne Reporting, select Lists, and then double-click Unscheduled Appointment List.

The Unscheduled Appointment 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 unscheduled 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 unscheduled 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:

Clinic - To filter the report by the clinics that are associated with unscheduled appointments, do one of the following:

To include all clinics that you are allowed to generate the report for, select the All checkbox.

To include specific clinics, do the following:

Click the search button .

The Select Clinics dialog box appears.

Note: Only the clinics that you are allowed to generate the report for are available.

If the list is long, to search for a clinic by ID 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 clinic's ID and/or title in the ID and Practice Title boxes, respectively.

Click Show Results to view a list of matching clinics.

Note: To return to viewing the list of all the clinics, 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 clinics.

Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.

Click Add.

Repeat steps b-d as needed to add other clinics.

Note: To not include a clinic that you added, select that clinic 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 unscheduled 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 not include 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 who have unscheduled appointments, 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 unscheduled appointments for patients with any patient tag, select the All checkbox.

To include unscheduled 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 not include a patient tag that you added, select that patient tag in the lower list, and then click Remove.

Click OK.

Include - Select or clear the following checkbox:

Break Reason - With this check box selected, the report includes a column that displays the reasons why the broken appointments were broken. With this checkbox clear, the report does not include a column for the reasons why appointments were broken.

Sort By - Select one of the following options:

Date Broken - To sort the unscheduled appointments on the report chronologically by the date they were broken.

Break Reason - To sort the unscheduled appointments on the report alphabetically by the reasons they were broken.

Other Options - Select or clear the following checkbox:

New Page For Each Clinic - With this checkbox selected, each clinic's unscheduled appointments starts on a new page. With this checkbox clear, a clinic can start anywhere on a page.

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

The unscheduled appointments on the report can be sorted by the date broken or by the break reason. Each clinic’s unscheduled appointments can start on a new page.

Appointment Details - For each unscheduled appointment, the report displays the date, status, patient’s name, scheduled provider, appointment reason, appointment length, patient’s phone number, and break reason.

Date - The date that the appointment was broken or placed on the wait/will call list.

Patient - The patient’s name.

Phone - The patient’s phone number.

Break Reason - The reason that the appointment was broken (applies only to broken appointments).

Also, the total number of appointments on the report appears.