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DalyDental
Canine II

Reports

Is there a way to create a report of all active and not scheduled patients?

drcavola
First Molar I

Yes, use the "user-defined" selected patients reports.  First, you want to "define" active, so that you can put a date as "last visit" ...two years ago, one year ago, it's up to you.  Then you can even filter out those who have insurance, or don't have insurance, in collections, etc.  Then you can select if they have an appointment.  Once you select all those specific criteria, save the report and run.  Your list is then ready.

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tshaw
Community Manager
Community Manager

@tsalcido @lindamoseley @Anon any suggestions for this? 

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