- Navigate the Appointments screen.
- In the Side Panel section of the screen, click the Reports button, which is situated on the right side.
- Alternatively, choose the "Reports" option by clicking the "More" icon at the top of the screen.
- The following screen will be displayed:
- Choose the dates you want the report on patients' appointments to be created.
- To view only the appointments for this day, click the Today option.
- The current date will automatically be displayed in the report.
- To generate an appointment report for a particular patient, use the Search Patient field to look up the patient.
- After that, choose the office and the healthcare provider.
- If you need to send appointment reminders to patients, make sure to choose the option to exclude patients who have already received a reminder to prevent sending duplicate messages.
- In order to view the deleted appointments, choose the "Include deleted appointments" option.
- If you want to display last week's appointments in the report, click on the Past Week link.
- To display the current day's appointments in the report, click on the Today link.
- If you want next week's appointments to be displayed in the report, click on the "Next Week" link.
- If you want appointments for the next 15 days to be displayed in the report, click on the "Next 15 Days" link.
- To include the appointments for the upcoming month in the report, please select the "Next Month" link.
- When printing the report, delete all those columns that you do not want to be displayed.
- Press the right mouse button to select the column, then release the selected "mouse" button to drag it out of the table.
- Once you have completed the process, click on the "Print" button.
- The following report will be displayed.
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