WEEKLY
Look at last week's and this week's appointments. If you do not see any 'appointment notes' and 'patient notes' your team member is not using this report the way they should.
Filter out canceled, missed, and rescheduled appointments, so you're only looking at completed appointments.
This is a good time to see how your team is doing and updating patient demographics, referral sources, and entering charges. You should see a green checkmark associated with:
DX (diagnosis)
Charges
E-mail
Cell phone
Address
Referral source
Are there notes about the patient? Do they have appropriate tags?
Sort the list by last visit date and change the page size to view the entire list.
Do the patients have a next visit schedule?
If not, do they have a next follow-up date and notes about why they haven't been in to the office? Do they have a message history when you click on their name?
If they do not have anything filled in, the person in charge of this report isn't doing their job and this provides a training opportunity.
Weekly Patients
Sort this list by the most recent start date.
Do all patients have total visits and frequency selected?
Do all the patients have a next visit date selected? If not, are there notes stating why with a follow-up date selected?
Sort the 'unscheduled visits' column. Are there patients who have exceeded their treatment plan? Does your treatment plan number need to be adjusted or have they exceeded their allocated visits? If there are many patients with unscheduled visits, it may be time to attempt to get those patients to schedule more visits.
All Patients Report
Do you have a maintenance care or wellness care program where patients come at least once a month?
Use the All Patients report to find this group of patients. You can easily see who doesn't have a future visit as long as you can filter this list down. Most will use a fee schedule or tag to identify this group of patients.
Recall Report and Cancelled/Missed shoudl have notes, follow up dates and text history with patients on that report
Custom report - ideally you have a custom report you have built for your practice