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Ok report and schedule Guru's, I need help. I am looking for a report to show any patients who still need to be rescheduled. When a provider blocks out schedule the appointment are shifted to overbooks with hash marks through them. I want to be able to run a report and show only these patients so my schedulers don't have to look through each provider day by day. We have a custom status we used in the past 'cancel pending' but it is manual and I cant find a report for status anyway.
any ideas or help would be appreciated.
Hilary
Posted : August 3, 2016 5:09 am
Hilary,
I don't know of any report, but to assist with this, I created several "Wait List" for cancelled appointments (we call these bumped appointments). We used the reason for cancelling for the list name - i.e. Surgery Bumps, Phy Out Bumps, etc.
If you block the time frame/day within the Providers Schedule templates in Administration, you can move all "bumped" appointment to the list with one click. If you are blocking the schedule manually, these "bumped" patients can be moved manually. When moving the appointment manually, I change the date range so that the 2nd date is the date of the original appointment (it usually defaults to a day off)
The wait list shows how many patients are still on our "Bumped" lists.
The process isn't perfect, but it was the easiest way for our practice to track these patients.
Let me know if you have any questions.
Amanda Koenig
ROC Orthopedic
Posted : August 3, 2016 5:20 am
Hillary,
I dont have a report built but I do have a sql script that I run time to time that will pull this information. You could build a report off of it.
select pp.searchname, a.ApptStart, aps.Overbooked, df.ListName, df1.ListName, a.Notes
from ApptSlot aps
left outer join Appointments a on aps.ApptId = a.AppointmentsId
left outer join Schedule s on s.ScheduleId = aps.ScheduleId
left outer join PatientProfile pp on a.OwnerId = pp.PatientProfileId
left outer join DoctorFacility df on a.DoctorId = df.DoctorFacilityId
left outer join DoctorFacility df1 on a.FacilityId = df1.DoctorFacilityId
where not(aps.Overbooked is null)
and a.ApptStart between DATEADD(DAY,-7,getdate()) and getdate()
Posted : August 4, 2016 11:54 am
