Reports – Legwork

Introduction

The Reports tab allows you to generate detailed reports about patients, appointments, communications, and the Net Promoter System surveys.

Report Types

Patient Reports - Default premade appointment-based reporting. Patient filters include:
- Active patients, patients in recall, inactive patients, new patients last month, referred last month, and patients due for recall in the next 30 days. The Active Report shows every active patient that Legwork is syncing from your practice management system. The In Recall reports read patients that are unscheduled but are due or will be due for a hygiene appointment.

Appointment Reports- Default premade appointment-based reporting.
- Appointment-based reports provide an overview of your appointment book and assist with sending an email or text message blast to all patients scheduled on a specific day within the specified report. Appointment filters include:
  - Appointments this week, appointments in the next 14 days, appointments confirmed in the next 14 days, unconfirmed appointments in the next 14 days, appointments met in the last 7 days, canceled appointments in the last 30 days, and missed appointments in the last 30 days.

Communication Reports - View what automated communication that has previously been sent or is currently pending to be sent in the future. Failed or canceled communication can be viewed within this report as well. Communication filters include:
- Communication that pending to be sent in the next 7 days, communication that is pending to be sent in the next 30 days, communication that has been sent within the last 7 days, and communication that has been canceled or failed in the last 30 days.

Net Promoter System (NPS) Report - Users can customize a report to view New Promoter System filters which include: the patient's name, phone number and email address, the patient's last provider, comments, previous score, and satisfaction. This report can be further customized by updating the available fields accordingly.

Customize Reports

Reports can be customized using the prepopulated fields for additional insight into the selected report. The customized field types are based on the report type. Customized reports can be saved by selecting the Save Report option within the Customize Report display option.