On your toolbar, Click Reports>Daily Reports>Routing Slips
The date range defaults to the current date but can be adjusted for a single date or a date range.
- For a single patient, type the patient’s last name in the field “Patient” and click the Search button. Select the desired patient. *Note you can also print a Routing Slip for a specific patient from the Patient overview screen - Print Reports - Routing Slip or from the patient's appointment in the Scheduler - Right Mouse on the appointment - Print - Routing Slip
- For all patients who have appointments in the single date or date range, leave the “Patient” field blank.
- For a blank Routing Slip, place a check mark in the box at “Print Blank Routing Slip.”
Indicate the desired provider(s). Select the desired option to print the Next Scheduled Appointment or the Next Scheduled Recall on the Routing Slip. Select the desired option to print the Active Treatment Plan or Procedure Codes on the Routing Slip.
Click the Print/Preview button to view and print the report in a separate window.