What information can I see on the appointment report?
A: You can see patients scheduled today, tomorrow, or next week. You can also see patients that had an appointment yesterday, last week, or a specific week.
What can I use the appointment report for?
A: You can use the appointment report for:
add/see patient notes at a glance
easily see and add appointment notes
easily see who needs an insurance re-verification or re-exam
easily see who has missing charges (previous days)
easily see who has a credit card on file or a pending payment
prepare for the day
catch any problems before the day starts
Fixing phone numbers
Occasionally, you will see a patient with their cell phone in the home phone field. You can click on the patient's name, and edit it without going into your EHR/EMR. You can validate the number to check if it's a mobile number or not.
Check out our appointment report tour