New Patient Report - Auto Populate
The new patient report should be able to pull data from the system to update automatically that the patient:
- Changed their appointment outside of the date range specified for the report (i.e. patient moved appt from Aug to Sep would not still show up on Aug report)
- Cancelled their appointment and did not reschedule
- Came in on a different day than when their account was made with web forms.
It is not feasible for some offices especially those that take emergencies often to create the new patient file same day. There is some information in the forms that we need ASAP in order to treat accurately. The reporting should be more autonomous/intuitive so it can track appointment changes and note the changes with an option to manually enter if needed.