Report request (copied from Reports board)

[KizerOpt]

I'm trying to send missed/cancelled appointment cards. I'm finding that the Schedule Report or Correspondence Report is not sufficient to do what I need. If I go to the Missed Appointment Report from the Cancelled/Missed Reschedule Report, it does not allow me to send to Word. It only allows printing of the list (and no sorting of the columns). The full list also includes rescheduled appointments, so I have to manually remove all that were rescheduled where the patient actually showed up. The correspondence report does not have option for last MISSED appointment, and the fields for Word do not include last appointment date. If I select last exam date, it does not include the missed exam date, so the card looks like they missed the one last year which they actually made.





This is reminiscent of the problem with send appointment reminder cards - there is no way to include the field for next appointment. For Crystal to be fully functioning, I think we should be able to send out the correspondence we need. What is the expectation for us to be able to contact patients regarding missed or next appointments? That we pay another fee to another company to do it for us? IMO, I should be able to do everything I need with what I have. And next/missed/cancelled appointments are standard. If there is a way to do what I need within CPM, I would appreciate knowing what I've missed.





Karen

[KizerOpt]

Bumping this post again. I would like to hear a response from Crystal. At the VERY LEAST, please allow exporting the names and addresses to a Word document so I can send a postcard. I'm used to doing that with appointment reminder cards (although I strongly believe I should not have to manually write in appointment dates). Currently I'm looking at 94 cards which I will have to manually address and date. Has anyone else found a solution to this issue? To me, it is the worst failure of CPM and really needs to be fixed.

Karen

[drroach]

I would add that I would also like to see a "Next Appt" field on the General MS Word Template field file. Currently, the only way to generate a word document with the next appt date is to go to the schedule page and use the Schedule template fields. Unfortunately that creates that word file for each patient on that day. I'd like to be able to send one patient (from the patient demographics section) an email stating when their next appointment date is along with the new patient paperwork that I also send them. Since I don't need to send new patient paperwork to all the patients on my schedule, I have no way of doing this in a word template except manually.