Planned Appointment Tracker
The Planned Appointment Tracker lists Planned Appointments that have been created but not scheduled.
In Appointment Lists, click Planned Tracker.
If a patient does not schedule a planned appointment, or if the scheduled appointment is deleted, this system will track the appointment so they don't slip through the cracks. This tool is useful for keeping production levels as high as possible. Regularly review this list to fill the schedule with quality procedures.
To make this process work, every patient who needs treatment of any kind must have a Planned Appointment created before they leave the office.
Setup: Click to define default date range of planned appointments to display.
Narrow or sort the list by specific criteria. Click Refresh to update. Only appointments for active patients (i.e., Status of Patient) are displayed in the grid.
Once scheduled, planned appointments no longer list in the tracker. They will still list in the Chart Module, Planned Appts tab until they are marked done or deleted.