Daily Appointment Report Instructions

Use the Daily Appointment Report to print a professional and concise list of the appointments that have been scheduled for a certain day or group of days.  A provider might use this list to view their schedule for the day or the week.  The report lists the location, appointment start time, procedure to be performed, duration planned for the appointment, and patient information.

Notes:  

• You may find it handy to print this report alphabetically by patient to help you pull patient charts for the next day's activities.

• For more information about running reports, see Print View.

Directions:

• To see directions for opening the Daily Appointment Report, click More.

   

  • Click Reports from the Menu Bar, and next click Scheduling Reports; then click Daily Appointment Report.

  • Or, use the keyboard shortcut:  [ALT] [r] [c] [a].

   

• At the prompt window, choose the selections.  To see the report prompt options, click More.

  At the Report Writer window, you can change the selection and sort options for the Daily Appointment Report.  For more information, refer to the Report Writer Overview.

   

  Daily Appointment Report Window Example:

  

  Daily Appointment Report Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Number of blank lines between appointments	To select the number of blank lines to print between appointments, click a choice in the drop-down list.
  Show Appointment Notes	To print the appointment notes with each appointment, click the check box.
  Show Age & Sex	To include the patient's age and sex on the Daily Appointment Report, click the check box.
  	To print to the Print View screen, click Proceed. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine without printing, click . Keyboard shortcut:  [ALT + c]

• To see the report sample, click More.

   

  To see an example of the report, click Daily Appointment Report Sample.