Prospective or New Patients with no scheduled or completed appointments

Welcome, the below is a report for for lab fees associated with completed appointments for the Date Range specified broken down by provider, Carrier, Appointment Date. You can add start and end date.

If you want to share any feedback/modifications to this query, please reach me amar@patientxpress.us

Other Reports: PatientXpress got cool out of the box RECALL and TX over due reports, where you can message(SMS/EMAIL) to your patients in just couple clicks . See our other reports/queries on our home page. Also you might be interested using our AUTOMATION tool to send messages at daily/hourly intervals to new and existing patients for appointment reminders, auto attaching forms to new patients, working seamlessly right inside opendental, without the need to login to external tools or dashboards or portal.

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Step1:Copy the below Detail query and paste into your Report query. Save as favorite Report template.

select 'scheduled but not completed' as type, patient .* from patient where patnum in (
select patnum from appointment where isnewpatient = 1
and aptstatus = 1
) and patstatus in ( 6,1)
union
select 'unscheduled' as type, patient .* from patient where patnum not in (
select distinct patnum from appointment
) and patstatus in ( 6,1)

If you have any reporting need or need  help, feel free to contact .

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About PatientXpress: Our advance technology integration within Open Dental allows our clients to carry out their day-to-day activities in a hassle-free and paperless manner, with Smart Caller ID, Real-Time Insurance Verification, custom online forms, 2-way text, and much much more. Engaged your  patients like never before and be the #1 Patient Choice.

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Thank you.

About Author: Amar Veeramalla is experienced dental professional providing productivity hacks to dentists, dental professionals and staff on Patient Engagement, Case Acceptance & Patient Retention using modern and cutting edge technologies like AI, ML, Advanced SQL languages and other tools. You can reach at amar@patientxpress.us or on LK: https://www.linkedin.com/in/amarveeramalla/

revised 7.23.2021

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