Schedule Reports

This lesson will demonstrate how to access and run reports on the Schedule data.

Print various Schedule Reports
  1. Click on Scheduler.
  2. Click on Reports.
  • Status Report: View a summary of patients scheduled based on their appointment status.
  • Print Basic Schedule: Provides a basic summary of the appointments scheduled for an individual Provider or Resource. Report includes the Appointment Time, Patient Name, Phone Number, Scheduplate, Status and Visit Comments (if checked).
  • Print Extended Schedule: Provides an extended report of the appointment scheduled for an individual Provider or Resource.  Report includes the Appointment Time, Patient Name, Account Number, Age, Phone Number, Scheduplate, Status, Visit Comments (if checked), Primary Insurance, Secondary Insurance, and Patient Balance.
  • Print Advanced Schedule: Provides the user with an option to run a basic summary or extended report of appointments scheduled across Facilities and Resources. The Basic Report will include the elements listed in the "Print Basic Schedule" above.  The Extended Report will include the elements listed in the "Print Extended Schedule" above.

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