Planned Appointment Tracker  

The Planned Appointment Tracker lists all Planned Appointments that have been created but not scheduled, by date.

To make this process work, every patient who needs treatment of any kind MUST have a planned appointment created before they leave the office. If they choose not to schedule, this system will help you track the appointment so they don't slip through the cracks.  This tool is very important for keeping your production levels as high as possible.

On the Appointment List window, click Planned Tracker.

Usually there will many more planned appointments listed, in fact there may be hundreds or thousands.  The list should be thoroughly reviewed on a monthly basis so you can fill holes in your schedule with procedures that generate income.  Double click on an appointment to open the Edit Appointment window where you can make notes, change the Unscheduled Status, or send the appointment to the Pinboard for scheduling.

Filter and sort options:  Narrow or sort the planned appointment list by specific criteria.  Click Refresh to update the list.
- Order by: Sort the list alphabetically by appointment status, alphabetically by last name, first name, or by date the planned appointment was created.
- Provider: Only view appointments for a specific Provider.
- Clinic: Only view appointments for a specific Clinic.
- Site: Only view appointments for a specific Site.

Print List:  Print the list as it appears on the screen shot.