Working with the Appointment Scheduler

Printing Appointment Data

Appointment reports can be printed for a selected provider at a selected office.

Appointment reports have the following formats:

• Single-column

• Multi-column

• Week-at-a-glance

• The single-column format provides detailed information, including phone numbers and appointment notes.

To print an appointment report:

1. Select Scheduler > Scheduler Reports. The Scheduler Report window is displayed.

2. In the Report Criteria section, select the provider, office, and date information from the drop-down lists.

3. In the Format section, select a report format.

4. In the Options section, select the options to display on the report.

Keep the following in mind when selecting options:

• If you select the Single Provider Single Column format and the Include Referral option,the report includes the referral name and phone number and the appointment note. If Include Referral is not selected, no referral information is included, and only the first line of the appointment note is displayed.

•  If you select the Single Provider Multi Column format and the Include Notes option,the scheduler notes are displayed on the single provider multi-column report printout.

5. Click Print. The Print Scheduler Single Provider Single Office Report window is displayed.

6. Change your printer settings as needed.

7. To print the report, click Print, or to view the report first, click Preview.

8. To export this report to Excel, see Exporting Key Reports to Excel.