This report displays a patient's appointment details.
Utilize it to keep track of your practitioner's sales.
Where is it?
Start by navigating to 
Reports.
Under the Scheduling heading, select Patient Appointments.
Enter in the details
Complete the Report Parameters in the available fields.
Click here for more about what each field represents.
| Start/End Date |
Enter the date range for the report |
| Status | Select one or more statuses to include in the report Tip: Hold Ctrl to select more than one status or Crtl + A to select all statuses. |
| Patient | Type-to-search a Patient's name |
| Sort by Status | Check this box to sort the report by status |
| Output | Choose to export to PDF or Excel |
|
|
Note: Output to Excel to be able to custom sort the report data. |
PDF Report Sample:
Click on the image to view a larger sample of the PDF output.
Excel Report Sample:
Click on the image to view a larger sample of the Excel output.
Columns & Calculations
Click here for more about what each field represents.
- Date (Date of the Appointment)
- Time (Start time of the Appointment)
- Products & Services (included in the Appointment)
- Status (current status of the Appointment)
- Practitioner (assigned to the Appointment)
<%= heading %>