Partner Scheduling Reports

When you need to report on appointments, you can use the Appointment Reports section of the report library in PCC EHR.

You can create custom reports based on the parent “Appointment Report”, use the Huddle report for a daily snapshot, or examine Forced Appointment. For more information, visit Schedule With the Appointment Book.

If you use the Practice Management interface, and your practice schedules with the Scheduling Appointment Minder (sam), Partner scheduling reports are listed below.

scan

The Appointment Book Display (scan) displays the day’s schedule for one or more providers. In scan, you can flip through the days of your schedule using the right and left arrow keys.

PCC can customize the information shown in the scan report. Along with normal schedule information, it could show you who scheduled each appointment and the date the appointment was made.

The scan report is located in the Daily Operations window within the Partner Programs window. You can also type scan at a command prompt.

chart

The Appointment Book Display (chart) was written to help users pull charts. It displays a single provider’s appointments for a single day without showing spaces for available appointments. chart is usually shorter than the scan report, making it easier to read and print.

The chart report is located in the Daily Operations window within the Partner Programs window. You can also type chart at a command prompt.

samview

The samview program shows you the sam Day View or sam Detailed View without needing criteria. Run samview to use these two useful sam scheduling screens as a report, to help manage your schedule.

Doctor’s Free Time

While viewing any of the scheduling screens in sam, press F to see the Doctor’s Free Time report. Doctor’s Free Time is a text-based chart that displays available time for a single provider.

Doctor’s Free Time displays a single pound symbol (#) for every 2.5 minutes of available time. This allows you to quickly glance at a provider’s day and make judgments about available openings.

appts

The Appointment Summarizer (appts) is a powerful scheduling analysis report. In appts, you can list appointments by a variety of criteria and subtotal by provider, visit reason, and other items.

The appts report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type appts at a command prompt.

prscprint

The prscprint report will show every provider’s in and out times for a given date or date range. When you are configuring multiple providers’ schedules and need a quick view of who is in and out of the office, prscprint is a quick and easy reference.

The prscprint report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type prscprint at a command prompt.

bump

The bump program lists overlapping appointments for any given day.

The bump report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type bump at a command prompt.

squish

The squish report displays an abbreviated schedule for any provider for an entire week. The report lists each visit reason, the length of the appointment, and the patient’s name.

The squish report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type squish at a command prompt.

full

The full report displays an abbreviated daily schedule for several providers, side-by-side. Along with the time and provider, the report lists the length of each appointment, the patient’s first initial and last name, and the visit reason.

The full report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type full at a command prompt.

twomonths

The twomonths report sends a calendar-style schedule directly to your default Partner printer. You can run the twomonths report from a command prompt.

pnpscan

The Appointment Book Display by Location (pnpscan) shows scheduled appointments for one or more providers and can be limited to a specific location.

The pnpscan report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type pnpscan at a command prompt.

srs: Appointment Schedule by Insurance Plan

The Appointment Schedule by Insurance Plan report helps you analyze the insurance plans of patients who are visiting your practice.

srs: Missed Appointment Report

The Missed Appointment Report shows all canceled appointments, with full appointment information, for a given date range.

srs: Scheduling Reports

The Smart Report Suite, located in the Practice Management window, has a collection of useful scheduling reports. The various sections include reports that could ease the process of checking eligibility, provide appointment statistics for long-term analysis of your schedule, and show monthly visit summaries.

  • Last modified: February 26, 2019