Skip to main content

Emergency Tracking Report

Run an Emergency Tracking report to obtain a list of patients for whom emergency appointments have been kept for any range of dates. The report compares the emergency appointment data with the patient's previously kept appointment data. In addition, the bottom of the report includes summaries of the data broken down by office, orthodontist, and assistant.

Get Started

Flag, appoint, & process emergency procedures - This report considers appointments as "emergencies" only if the appointment's assigned Type (not necessarily the code or description) is set to "emergency" in your Appointment Type / Procedure editor. If the report does not seem to be catching all of your emergency visits, be sure you have at least one appointment type / procedure with the type of "emergency", and that you use that appointment type / procedure when scheduling emergency visits. (See "Appointment Type / Procedure Editor" for details.) In addition, emergency visits are not included on this report until the appointment has been processed as Kept.

Run This Report

  1. Open the Report​

     - Home ribbon bar > Reporting section > Reporting > Appointment > Emergency Tracking > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

  2. Report Settings​

     - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

    Start / End Dates - Enter the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

    Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

    Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.

    Assistant - Choose to include only the records for a specific assistant, or include the records for all assistants in your practice.

  3. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

  4. Manage Options and Output - With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.

More Information

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.

Open the Patient Folder / Responsible Party Record​

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

Use Arrows to Re-Sort Report​

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column's criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)