📝 Please note: This report is for Exact users only.
This report is primarily designed as a drilldown from the Workflow Compliance Period report, providing detailed insight into reception departure events that occurred within a specified period. It lists each departure event individually, including appointment date and time, the user code of the completing reception staff, patient details, the overall workflow compliance status, and a breakdown of each individual compliance item.
When the report is run, a separate section is displayed for each selected practice.
Select Dates
Select Practice(s)
Select Workflow Status (e.g. Failed, Success)
Click Create Report
Departure Event Appointment Fields:
Tracks departure appointments with four key fields:
Day: Weekday (Mon, Tue, etc.)
Date: Appointment date
Time: Appointment time
Completing User: Code of the reception user who completed the event
Patient:
Patient Code: Unique identifier for the patient
Patient Details: Patient's title and full name
Home: Patient's home phone number
Mobile: Patient's mobile phone number
Email: Patient's email address
Preferred: Patient's preferred contact number
Current Debit Balance: Patient's outstanding debit balance (only shown if positive)
Status Key Item: Displays 'Failed' if any critical workflow items failed; otherwise, blank
Status Any Item: Displays 'Failed' if any workflow item failed; otherwise, blank
Failure Reason: Describes the reason for failure, if provided
Key Completion Items:
Payment: 'Failed' if required payment was not taken
Future Planned Treatment Appointment Booked: 'Failed' if required future treatment appointment wasn't booked
Future Dentist Recall Booked: 'Failed' if required dentist recall appointment wasn't booked
Future Hygienist Recall Booked: 'Failed' if required hygienist recall appointment wasn't booked
Mobile Number:
'Failed' if patient's mobile number was not recorded
'Later' if "Prompt in 12 Months" was selected in the PMS contact detail
Email:
'Failed' if patient's email was not recorded
'Later' if "Prompt in 12 Months" was selected in the PMS contact details
Marketing Consent: 'Failed' if patient's marketing consent wasn't obtained
Other Completion Items:
Friends and Family Survey: Shows 'Failed' if enabled in the PMS but not completed for this departure event
Reputation.com Kiosk: Shows 'Failed' if enabled in the PMS but not completed for this departure event
Parameters
The report parameters are:
Date Range: Specifies the reporting period; includes reception departure events between the start and end dates
Practices: Selects either all practices or specific practices within the practice group
Status Filter: Filters departure events by status; defaults to 'All Statuses' but can show only events that failed or succeeded key workflow or any workflow items
💡 Top tip: Ensure you choose the appropriate Practice, Provider(s), and any necessary filters before generating the report to ensure accurate results.
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.