Staff Unposted Appointment List

Generate a report of un-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.
   • Site names are maintained in the Site Registration form.
   • If Individual is selected, enter the Site Name or ID#, click Search, and select the appropriate site from the drop down list.
3. Select whether to include Individual or All Practitioners in the report. 
   • Staff names are maintained in myAvatar PM.
   • Any or all staff members and sites may be included.
   • If Individual is selected, enter the Practitioner Name or ID#, click Search, and select the appropriate Practitioner from the drop down list.
4. Enter the Start Date and End Date of the date range for the report.
5. Select whether or not to Display Cancelled Appointments in the report.
6. Click Process to generate the report.
   Note: Appointments marked as Missed Visits are indicated with an asterisk.

► Registry Settings

• Enable Site Filter by User in Scheduling Reports

► 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.

• myAvatar NX Test Script - PM - Staff Unposted Appointment List.docx