Appointment Report:
How it works:
Go to the Reports Menu > Appointments > Appointment Report.
> Filter by:
~ Date Range (past, future, present)
~ Branch (if at the head office level)
~ Service Line
~ Assigned To (appointments assigned to user)
~ Status
> Hit the 'Generate Report' button.
> PDF will open.
Included in the report, in this order:
- Appt Date / Time
- Service Line (including follow-up/sequence when applicable)
- Status of Appointment (if confirmed, it will specify who confirmed the confirmed the appt)
- Patient Name
- Patient Phone Number
- Patient Date of Birth
- Assign To (If the appointment is assigned to a user)