Export the Schedule

This lesson will demonstrate how to export the clinics schedule.

Export the Schedule

Export the Schedule
  1. Select Scheduler.
  2. Click on Exports.
  3. Select Export Schedule.

Select the Facilities/Resources to Export

Select the Facilities/Resources to Export
  1. Check the boxes of the Facilities to be shown.
  2. Select the Resources whose schedules need to be exported.
  3. Enter the range of dates to be exported.
  4. Select the Report Type (Basic Report or Extended Report - see description below).
  5. Select the desired way to sort the report (Provider or Appointment Time).
  6. Check to include the visit comments on the report as reference, if needed.
  7. Click Select.  The file will be exported as a CSV file.
  • Basic Report: Report includes the Appointment Time, Patient Name, Phone Number, Scheduplate, Status and Visit Comments (if checked).
  • Extended Report: 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.