Topics Appointment Report Definition Search:  
Progress Notes (and Forms and Letters) Templates can be used to generate a report for a specific appointment. If a template is designed to print a few fields / rows and it is used for all relevant appointments, it provides an easy way of generating ad hoc reports providing a great deal of information. The trick is to define a SQL query to select the requisite appointment IDs. No other field should be selected in the query. Of course, a basic understanding of the underlying database structure is important, and as such, this report is best configured by the admin or Bizmatics support staff.

Option Name: The option as seen in the Selection List Box by the end user.

Report Header: The name of the report as it will be printed. This name can consist of the following predefined tags:
   <X>: It is the number of days parameter selected for the report.
   <P>: The selected period for which the report is to be generated.
   <D>: The specific Doctor selected.
   <A>: The applicable code selected.

SQL: The SQL required to generate the report. This can consist of special tags that are appropriately substituted before executing the SQL.
The special tags are:
[DATE_FROM] is the "From" date defined in the selected period.
[DATE_UPTO] is the "Up To" date defined in the selected period.
[TODAY] is the run date.
[TODAY_MINUS_X] is the run date minus the 'X' days parameter.
[YESTERDAY] is the run date minus one.
[THIS_WEEK_START] is the start date of the current week. The week is assumed to start on Monday.
[THIS_WEEK_END] is the last date of the current week. The week is assumed to end on Sunday.
[LAST_WEEK_START] is the start date of the last week. The week is assumed to start on Monday.
[LAST_WEEK_END] is the last date of the last week. The week is assumed to end on Sunday.
[THIS_MONTH_START] is the start date of the current month.
[THIS_MONTH_END] is the last date of the current month.
[THIS_DOC] is the ID of the logged-in Doctor.
[SPL_CODE] is the entered applicable code.
[THIS_PATIENT] is the Patient ID selected from the current encounter.
[THIS_APPT_ID] is the ID of the current appointment.
[EXTRA_PARAM] is the value to be passed in case of a hyperlinked report.

Applicable: Select the appropriate checkbox, which decides what selections a user can make when they select this report to be executed.

Default Template: Select the required template to be used as a default when the report is to be generated.

Sequence No: The sequence number in which the Report Options will be displayed in the List Box.