The Call List Report allows you to quickly generate a list of patients based on appointment type and appointment status, along with their phone numbers for easy outreach.
This is a great tool for follow-up communication, patient check-ins, and other outreach efforts.
How to Access the Call List Report
Navigate to Reporting > Simple Reporting.
Click on the Call List tab.
Setting the Report Parameters
You can customize the report by selecting:
Appointment Type (e.g., Adjustment, New Patient, etc.)
Appointment Status (e.g., Completed, Missed, Cancelled)
You can also set a date range to narrow down the results based on when the appointments occurred.
What the Call List Report Displays
The generated report includes:
Field | Description |
Patient Name | Full name of the patient |
Phone Number | Patient's phone number for easy contact |
Appointment Type | Type of appointment the patient attended |
Appointment Date | Date of the appointment |
Practical Uses for the Call List
Follow-up after Adjustments:
Example: Pull a list of patients who had a Completed Adjustment in the last year, and send a quick check-in text.New Patient Outreach:
Example: Pull a list of patients who had a Completed New Patient Appointment on a specific day so the doctor can personally call and check how they’re feeling after their first visit.
Tip:
To quickly contact patients, simply click on the phone number directly from the Call List screen and send a text message right from within ChiroHD.
Quick Summary
Feature | Details |
Filters | Appointment type, status, date range |
Displays | Patient name, phone number, appointment type, appointment date |
Common Uses | Patient follow-up, check-ins, doctor calls |
The Call List Report makes it easy for your office to maintain personal communication with patients and support better retention and patient satisfaction.
If you would like help setting up templated follow-up texts or call scripts for your team, contact ChiroHD support.