Page Comparison

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1. Click 'Run Reports' to the Upper Right of the calendar
2. Select Scheduling Reports or Patient Reports
   1. Scheduling Reports
      1. Select desired report from the Select Report drop-down menu
      2. Input date range
      3. Select report criteria to reflect against all patients or one patient (Selecting Patient will open the drop-down search box to the right where you may choose the patient for the report)
      4. (Optional) Select an Appointment Type that you would like to use as a filter for the desired report
      5. (Optional) If your practice has more than one provider, you may run a report for an individual provider or all providers within the practice.
      6. Click Run Report
   2. Patient Reports
      1. Select desired report from the Select Report drop-down menu
      2. (Optional) Filter by Criteria
      3. Click Run Report
         

After a report has been generated, it will show in the box below.  This report can then be exported to Excel or Printed as a PDF.  

Available Reports

Scheduling Reports

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