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

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.
