Use the Web Sched Appointments report to identify patients who have scheduled appointments using Web Sched New Patient, Web Sched Recall, or Web Sched ASAP (see Web Sched).

In the Main Menu, click Reports, Standard, Web Sched Appointments, or, from the Web Sched New Patient or Web Sched ASAP alerts click Open eServices Web Sched New Patient Appointment.

Appointments that meet the filter criteria will list. Double click an appointment to open it on the Edit Appointment Window.

Filter Options

If you change report criteria, click Refresh List to update report results.

From/To: Select the date range of appointments to view, based on when the patient created the appointment. Click the down arrow to select days from a calendar; click down arrow again to close the calendar.

Clinics: If using clinics, highlight the clinics to report on. Press Ctrl while clicking to select multiple clinics or click All to select all clinics.

Confirmed Status: Filter the results by Appointment Confirmation Status.

• Web Sched New Patient appointments default to the confirmed status set in Web Sched New patient Setup. See Setting up Web Sched New Patient.
• Web Sched Recall appointments default to the Not Called confirmed status.

Web Sched Appointment Types: Select the types of Web Sched appointments to report on.

• Show Recall Appointments: Show appointments scheduled using Web Sched Recall.
• Show New Patient Appointments: Show appointments scheduled using Web Sched New Patient.
• Show ASAP Appointments: Show appointments scheduled using Web Sched ASAP.