S-SCH-13 · W02 Scheduling · fit: unknown
Run the scheduling reports
As a scheduler, I want the clinic's cancellations, no-shows, schedule, workload, wait list and open items as reports over my clinics and a date range, so that the clinic manager sees how the schedule ran without my reading it off the calendar.
| Persona | scheduler |
|---|---|
| Journey | The scheduler keeps the schedule current |
| Step | Runs the scheduling reports Task_07_RunsTheSchedulingReports |
Scenarios
| S-SCH-13.1 | Given appointments cancelled by the clinic and by the patient in my clinics over a range, When I run the cancelled appointment report for one of the two, Then it lists exactly the appointments in PATIENT (#2.98) cancelled that way in those clinics and dates, with the reason. |
|---|---|
| S-SCH-13.2 | Given no-shows in my clinics over a range, When I run the no-show report, as totals only or in full, Then it lists them, or counts them, by clinic. |
| S-SCH-13.3 | Given a clinic's appointments on a date, When I run the clinic schedule report for that date, one date per page or not, Then it lists the day's appointments in time order with each patient and status. |
| S-SCH-13.4 | Given a clinic's checked-in visits over a range, When I run the clinic workload report as a summary by month or a detail by day, with or without the previous year beside it, Then it counts the visits per clinic for each period. |
| S-SCH-13.5 | Given appointments past their time in my clinics with no check-in, check-out, cancellation or no-show recorded, When I run the appointments-requiring-action report over the range, Then exactly those are listed. |
| S-SCH-13.6 | Given wait-list entries in my clinics, When I run the wait list report over a range of recall, added or removed dates, with or without removed entries, grouped by date, priority, provider, reason or resolution, for one priority or all, in full or as a summary, Then it lists or counts exactly the entries in WAITING LIST (#9009017.1) that match. |
| S-SCH-13.7 | Given a patient with future appointments, When I print their future appointments, or their routing slip, wrist band, medication profile or a wellness handout from an appointment, Then the printout is for that patient only. |
| S-SCH-13.8 | Given I hold neither SDZSUP nor SDZMENU, When I open reports, Then none of the scheduling reports is offered to me. |