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Unscheduled Patient Report

Patient compliance. One of the hardest things for a clinic to manage. No worries, Jane’s here to lend a helping hand at getting those clients back in for their continued care.

This report ensures that you are aware of which clients are not booking appointments into the future.

To view it, follow me over to your Reports tab on the top blue bar, and click Unscheduled Patient Report (Last Visit)

Here is a report that will show you which clients have not rescheduled since their last visit.

Across the top you are able to filter for specific date ranges, return visit reminder status, as well as the state of the last visit.

From here you can add a Return Visit Reminder to the patient profile or see if one has been set. The reminder is a gentle suggestions to follow up. To read more about these, check out our guide: Return Visit Reminders

If you filter the report by Staff Member, Jane will bring up the last visit a patient had with that particular staff member, even if they had seen a different provider more recently during the same period of time.

Notes:

If you mark a patient as discharged or deceased they will not appear on the Unschedule Patient Report.

If you are having trouble finding a particular patient on this report, don’t forget to check whether they had any recently cancelled appointments. This report will also consider cancelled appointments when determining a patient’s last visit, so a good way to confirm their last visit is to pop the Patient’s Profile > Appointments area and View All.