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SoftDent: Running the Short Call List Report

SoftDent: Running the Short Call List Report

The Short Call List report generates a list of patients willing to move the scheduled appointment time if an earlier appointment is available. Select the Short Call checkbox in the Appointment Card or Tickler Entry windows.

To generate the Short Call List report:

1.  Select Reports > Recall/Appt > Short Call List. The Output Options window is displayed.

2.  Select an output option and click OK. The Short Call Report Setup window is displayed.

3.  Select an option:

  • To include normal recall patients: Select Hyg Recall.

  • To include other recall patients: Select Other Recall.

  • To include non-recall patients: Select Non Recall.

  • To include short recall tickler entries: Select Tickler File.

  • To include appointment short call tickler entries: Select Appointments.

  • To restrict the results to a specific appointment length: Type the number in the Include Entries with Appointment Length field.

  • To restrict the results to a provider: Type the identification number in the Providers section.

4.  Click OK.

Labels (2)

Good afternoon SoftDent girl,

I had the opportunity to go to the GOHS last week. Got tons of ideas to implement. The next one on my list is the short call list. The ideal situation came about on my first day back. Someone who now has a distant appt. that wants an earlier appt. if someone cancels. 

I checked the "short call" box and made the scheduling notes and scheduled her for the distant date expecting to see her in the "short call box" to the right of my appt. book.

My sad face appeared when I went into the box and it was empty and tried running a report and found no results. 

Went to SoftDent help which only showed me how to run the report. Called SoftDent support who told me it will show up if I don't make an appt. 

Can you help? It sounded so excellent when you described it on Saturday.

I did some further research on the exchange and did find a post. I can get results from a report and send it to a contact manager and use it from them. I just expected it to be in the box.

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Last update:
‎02-13-2017 11:43 AM
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