Appointment Report

You can generate an Appointment Report for a list of appointments that can be filtered by appointment status, billing status, patient name, office, exam room, and date.

Generate an Appointment Report

  1. Select Reports > Appointment Report.
  2. Select the desired filters to filter by appointment status, billing status, patient name, office, exam room, and date.
  3. (Optional) Select the Include future recurring appointments checkbox to include future recurring appointments in the results.
  4. Select Update Filters.
  5. Select Export to File to export a CSV file.

Appointment_Report.png

The generated report appears in the Message Center when complete.

Show ICD9/ICD10 and CPT/HCPCS information

Select the Show ICD9/ICD10 and CPT/HCPCS information checkbox to include medical coding information in the results.