This report provides a listing of employees with a call out for a patient visit during the selected date range. Select the criteria you want to use to filter the report:
1.Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2.Change the following fields if you want to filter by specific items other than the default settings:
3.Enterprise Edition selects the Show Details check box and the report includes all details related to the call out. If you do not want to include all details, clear this check box to see only a call out total.
●The Personnel Id's From and Personnel Id's Thru fields include all employees in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
●The Personnel Name From and Personnel Name Thru fields contain All to include all employees in the report. To filter the report by a specific employee, or a range of employee names, enter the range of names in these fields.
●The Service From and Service Thru dates include the previous month's visit dates. To filter by upcoming visit dates, or any other dates, click in the Service From and Service Thru fields and select the appropriate dates from the calendars.
●Enterprise Edition selects the Show Patient Detail check box and the report includes all patient names for each call out. If you do not want to include patient names, clear this check box.
4.Click the arrow beside the Status field and select one of the following:
●All — By default, the system displays all call outs for the selected date range.
●All Accepted — Select this option for the report to display all call outs with accepted visits.
●All Declined — Select this option for the report to display all call outs with declined visits.
●Assigned to Visit — Select this option for the report to display the employee assigned to the visit.
●Declined Visit — Select this option for the report to display all call outs with declined visits.
●Did not Reply — Select this option for the report to display a list of call outs that do not have replies.
5.Click the link below to learn about the report content:
