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Generate reports from Scheduling Calendar

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Print different types of reports from a link in the Scheduling Calendar.

  • Select Reports to display the Print Reports form.
Practitioner Quick Schedule
  1. Select Print Practitioner Quick Schedule to process the report.
    • This report includes the sites selected the Scheduling Calendar form.
    • The view will be daily, weekly or monthly, depending on the view selected in the Scheduling Calendar form.
Appointment Reminder
  1. Enter the Client Name or ID#, Select Search, and select the client from the list of matches.
  2. Select Print Appointment Reminder to process the report.
Practitioner and Client Schedule
  1. In the View Point field:
    • Select Client to view a client's appointment calendar. Select the specific client from the Client ID field.
    • Select Practitioner to view a client's appointment calendar, sorted by practitioner.
  2. In the Site field, check off the sites to include in the report.
  3. In the Practitioner field, check off the practitioners to include in the report.
  4. Enter the Appointment Start Date and Appointment End Date to include in the report.
  5. Select whether or not to Display Cancelled Appointments on the Schedule.
  6. Select whether or not to Display Cancelled Appointments on the Quick Schedule.
  7. Select whether or not to Display Cancelled Appointments on the Appointment Reminder report.
  8. Select Print Schedule to process the report.
► SQL Tables
  • SYSTEM.appt_data