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Appointment Call Report

1. Overview

Purpose:
This report shows the status of calls made to the patients to get appointment confirmations during a selected date range.

Target Audience:
Front desk staff, admin

2. Report Location

Navigation Path in System:
Reports >> Billing Reports >> Scheduling Reports >> Appointment Call Report

3. Report Filters & Parameters

Filter NameDescription
Scheduler Date RangeRestricts results to selected date range
Limit By LocationRestricts results to one or more location
Limit By ResourceRestricts results to one or more resources

4. Output Columns

Column NameDescription
Appointment dateAppointment date
Appointment call statusStatus of the appointment call e.g., Confirmed/answering machine etc.
Appointment typeType of appointment
Account numberPatient account number
NameName of the patient
PhonePatient's phone number

5. Report Grouping / Sorting Behavior

Grouped by Resource and Appointment Time ascending

6. Export Options

Available for export in PDF and CSV format

7. Special Notes / Tips

Check boxes for Limit by location and Limit by Resource should be selected to open the location or resource list

8. Sample Screenshot

9. Version History

VersionDateDescription
1.02025-09-12Initial documentation created
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