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tmbircher
Canine II

How to see an appointment history

How do I see an appointment history/trail for a patient?

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3 Replies
CS Dental Employee
CS Dental Employee

Re: How to see an appointment history

You can run Scheduler Audit Trail by patient to get all appointments\changes per patient
I'd run this report on the server to shorten the "not responding time " in step 6

  1. Click Reportsin the main menu bar.
  2. Select AuditTrail.
  3. Select Scheduler Audit Trail.
  4. Select By Patient Name
  5. Select Output option
  6. Select start and end patient name ( SD might go not responding when clicking on the drop down arrow , give it some time to process ) to run the report for 1 patient only select both start and end as same patient
  7. Click OK

 

 

 

drcavola
Premolar III

Re: How to see an appointment history

FYI - the patient name needs to be EXACT otherwise you'll get zip in terms of results ..

mbrown
Canine III

Re: How to see an appointment history

You can also go to their Appointments screen and check the "Include History Appointments" for a at-a-glance type of view.