list of appointments booked when the diary has been closed

[CastlePark]

I would like to print a report detailing all appointments booked on days when the clinicians diary has been closed

[stephen_skelton]

Hi,

Unfortunately there is no option in R4 to specifically search for dates when the diary has been closed, but there are a few ways that you can get a list of patients booked on a particular day, although the most appropriate method will depend upon whether the appointments have remained in the diary as Pending Appointments or whether they have been Cancelled or Postponed.

What type of appointments are you looking for - Postponed, Cancelled or Postponed?

Regards

Stephen

[CastlePark]

I would like a list of pending appointments booked on days when the appointment diary has been closed.

regards

Gillian

[stephen_skelton]

Hi,

As previously mentioned, it is not possible to specifically search for dates when the diary has been closed but you can search for patients who have a pending appointment within the last [xx] months.

• From the Query Wizard create a new query and select the option that have certain [attributes] and click Specify Attributes.
• Scroll down to the Appointments section.
• Select Appt Date and click Add.
• Change the Operator value to 'is later than or equal to'. Tick the Ask box and then click OK.
• With Appt Date still selected click Add.
• Change the Operator value to 'is earlier than or equal to'.  Tick the Ask box and then click OK.
• Select Status and click Add.
• Change the Value to 'Pending' and click OK.
• Click Finish and save the new query.

You can now run this query to display all patients with a pending appointment between to dates of your choice.

Regards

Stephen