Reports - Schedules

 

Accessed By: Schedule -> Reports

*** The schedule can also be printed as it appears on the screen, including colors, by clicking the Print button on the Appointment Book screen. There will be no print preview window if the schedule is printed directly from the appointment book screen. ***

 

Here are the options for the schedule report:

Fig 1

• Select a date
• To show the schedule for a single provider, uncheck the "All Providers" and select a provider from the drop down list
• Select the facilty
• The "Selet Schedule View" option will change the column headings on the report accordingly, much the same way that the "View Option" works on the Appointment Book screen itself.
• "Appointment Text to Include" allows the user to optionally print additional information along with the patient's name in the time slots on the report.

 

This schedule report also includes the option to "Show Detail" or not show detail. If "Show Detail" is unchecked, the report will look like Fig 2 below. This would be similar to the way the Appointment Book appears on the screen when scheduling. If "Show Detail" is checked, the report will look like Fig 3 below.

Fig 2

 

The "Detailed" schedule report will output 1 page per therapist (2 pages if you have many time slots enabled) and show more detail with the case such as case number, type of case, indicators such as New, Show, etc., and also the co-pay that is due.

Fig 3