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Staff Appointment History

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Generate a report of posted staff appointments for a specified date range.

  1. Go to: Avatar PM > Appointment Scheduling > Scheduling Reports > Staff Reports
  2. Select whether to include Individual or All Sites in the report.
    • If Individual is selected, enter the Site Name or ID#, click Search, and select the appropriate Site from the drop down list.
    • Site names are maintained in the Site Registration form.
  3. Select whether to include Individual or All Practitioners in the report.
    • If Individual is selected, enter the Practitioner Name or ID#, click Search, and select the appropriate Practitioner from the drop down list.
    • Staff names are maintained in myAvatar PM.
  4. Enter the Start Date and End Date of the date range for the report.
  5. In the Expand Group Appointments field:
    • Select Yes to expand the report details for group appointments in order to more easily identify missed visits for specific members.
    • Select No to keep group appointment details compact.
  6. Select whether or not to Display Cancelled Appointments in the report.
  7. Click Process to generate the report.
    • Appointments marked as Missed Visits are indicated with an asterisk.
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► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.