Appointment Book Summary Report

Last Appointment Between

Select a date range for the Last time you saw the patient.

The date range can be the same day e.g. 02/10/20yy - 02/10/20yy

Booking date

The visit date of the patient.

Created on

The date the booking was made/entered into VIP.net

Ended Appointments only

The visits that have been staged as 'Ended' i.e. usually means charged and ended.

Next Appointment

Allows you to select patients who do, or who do not have, a future appointment by.

Between

For patients whose next booking is between the date range entered.

Not Between

For patients who do not have a booking between the date range entered.

NOTE  They may have outside/beyond the range entered.

N/A

Not Applicable. The Next Appointment area will be ignored, results will only be for Last Appointment.

Pageowners, Locations and booking Types

Allows you to refine the results to selected Pageowners, Locations, and booking Types.

Deleted

When selected, returns only (cancelled) Bookings that match chosen delete reason(s).

Current

When selected, returns Active Bookings (ie. not cancelled).

NOTE  Sometimes this may still include cancelled bookings since this report shows cancelled reasons & dates of cancelled.

All

This is basically same as first option except all reasons included.

All Patients

The results will have all patients within the selections.

One Patient

For finding results within selections for the individual patient.

Sort by

Allows the results to be arranged in order of :

Option 1:

• Name - the patient Surname, Firstname regardless of pageowner name
• Last Date - date of the last booking
• Future Date - date of the next appointment

Option 2:

• Ascending - order upwards from earliest/lowest to most recent / latest / highest

e.g. 04/10/2021 to 30/10/2021, or Aaron to Zulu

• Descending - order from most recent / latest / highest down to earliest/lowest

e.g. 30/10/2021 to 04/10/2021, or Zulu to Aaron

Reset

Clears/removes all the selections and entries.

Run Report

Shows the results of the selections.

If there are missing results, it will be because it does not meet the selections, e.g. different booking type or date.

Mail Merge

Produces a letter for each patient found.

Mail merge to a letter has the patient address in the letters so they are not needed on the results.

Export to Excel

Creates an .xls file at the destination chosen. Export to Excel save as it is on the screen.

Print

Shows a preview of the printout from which you can also choose to Email the result, or save it in Excel, PDF, or Word format.