📝 Overview
The Call List is a simple report that generates a patient list with phone numbers based on appointment type and status. It is designed to give you a quick, ready-to-use calling list — for example, all patients with a Missed appointment status in a given date range, along with their phone numbers, so your team can call and reschedule them.
To access this report, go to Reporting > Simple Reporting, then select the Call List tab.
🔽 Report Filters
Filter | What It Does |
Date Range | Sets the date window for appointments to include |
Appointment Type | Filter to one or more specific appointment types |
Appointment Status | Filter to one or more specific appointment statuses |
After setting your filters, click Generate List to run the report.
📋 Filter Details
📅 Date Range
Sets the appointment date window for the report — the Call List pulls appointments that fall within this range based on the appointment type and status filters you select.
🗓️ Appointment Type
Select one or more appointment types to include in the list. This is a multi-select filter, so you can include several appointment types in a single run.
🔘 Appointment Status
Select one or more appointment statuses to include in the list. This is also a multi-select filter.
Example: To build a list of patients to call about a missed appointment, set the Appointment Status filter to Missed and run the report for the desired date range.
📊 What the Report Shows
Once generated, the Call List displays a simple table with the following columns:
Column | What It Shows |
Patient Name | The patient's name (clickable — opens the patient's snapshot) |
Phone Numbers | All phone numbers on file for the patient, with the primary number labeled |
Appointment Type | The type of appointment that matched your filters |
Appointment Date | The date of the matching appointment |
⚠️ Missing phone numbers are flagged. If a patient has no phone number on file, the report will display "No phone number found" in red text in place of a number — making it easy to spot patients you won't be able to reach by phone and may need to follow up with through another method (email, text, mail).
Primary number indicator: If a patient has multiple phone numbers on file, the one marked as primary will be labeled accordingly so your staff knows which number to try first.
💡 Common Use Cases
Missed appointment follow-up — Filter to Missed status for a specific date range to get a calling list of patients to reach out to about rescheduling
Cancellation follow-up — Filter to Cancelled status to build a list of patients to call and get back on the schedule
Upcoming appointment reminders — Filter to Scheduled or Confirmed status for an upcoming date range to build a reminder call list
New patient follow-up — Filter to a New Patient appointment type and a relevant status to build a list of new patients to check in with
❓ Common Questions
Why does a patient show "No phone number found"? This means there is no phone number on file for that patient. You will need to use another contact method, or update the patient's profile with a phone number if one becomes available.
Can I select multiple appointment types or statuses at once? Yes — both the Appointment Type and Appointment Status filters are multi-select. You can include several types or statuses in a single Call List run.
Does this report show patient balances or financial information? No — the Call List is focused purely on contact information tied to appointment activity. It does not include any financial or balance data. For balance-related outreach, use the By Case Balance report in All Reports Beta.
Can I export this list? The Call List is intended as an in-app working list — click Generate List to view the results directly. If you need an exportable file for your specific workflow, check whether a print or export option is available on the report, or copy the results manually for a small list.
How is this different from Find Patients by Appointment in All Reports Beta? The Call List is a simpler, purpose-built report focused specifically on giving you a name-and-phone-number list tied to appointment type and status — ideal for quick calling tasks. Find Patients by Appointment in All Reports Beta offers more advanced filtering (date range vs. rolling window, provider filtering, PHI-level access controls) but does not surface phone numbers directly in the same easy-to-call format.
✅ Key Takeaways
The Call List generates a simple patient list with phone numbers, filtered by appointment type, status, and date range.
Both Appointment Type and Appointment Status filters are multi-select.
The output includes Patient Name, Phone Numbers, Appointment Type, and Appointment Date.
Patients with no phone number on file are clearly flagged in red text, making it easy to identify who you can't reach by phone.
The primary phone number is labeled when a patient has multiple numbers on file.
This report does not include financial or balance information — it is focused purely on appointment-based contact outreach.
📌 Conclusion
The Call List is a straightforward, purpose-built tool for generating quick calling lists based on appointment activity. It strips away anything unnecessary and gets straight to what staff need to make outreach calls: a patient's name, their phone number, and the appointment that prompted the call. It's best suited for fast, repetitive outreach tasks like missed appointment follow-up or reminder calls — for more advanced patient segmentation needs, the Find Patients reports in All Reports Beta or the Advanced Patient Search tool offer deeper filtering options.