Generating an Appointment Report

The appointment report allows you to generate a list of appointments that can be further filtered by appt status, billing status, patient name, offices, rooms and dates. 

1. To access and run an appointment report go to Reports > Appointment report 

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2. From here, select from the appointment, billing status, office, exam room, and/or date range  filters to be seen on the report.  You can even run a report on a specific patient.  

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3. Once the desired data is produced in the report, click export to file.  

 

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