Creating a Report for Upcoming Appointments

You can generate a report to see which patients have appointments scheduled and which ones do not use the Advanced Reports feature.

1. Go to Reports > Advanced Reports.

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2. Under the Export to File drop-down menu, select Custom Export.

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3. Select the Date of Next Appointment filter along with other filters to identify the patient and provider. You can name the report. Select Export when finished.

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4. The report will be in your message center (Message_Center_Icon.png). From there you can view and download the report.

Message_Center_Adv_Report.png

Note: Recurring appointments will not appear in this report unless the appointment status has been changed. To view, these appointments go to Schedule > Recurring Events.